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1401 S Fort Harrison Ave, Clearwater, FL 33756-2002 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-29 |
| FL | RA | APPROVED | 2013-04-02 |
Branch Locations
1401 S Fort Harrison Ave, Clearwater, FL 33756-2002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Investment Solutions, Inc. | Clearwater | FL | 02/2010 | 04/2026 |
| Asset Management Financial Services, Inc. | Clearwater | FL | 03/2013 | Present |
| Merit Investment Solutions, Inc. | Clearwater | FL | 04/2026 | Present |
1) Merit Investment Solutions, Inc.; Not Investment Related; Clearwater, FL; Investment Adviser; Director, Chairwoman, President & CCO; 2026; 10/10; Director, Chairwoman, President 2) Asset Management Financial Services, Inc.; Investment Related; Clearwater, FL; Investment Adviser; Director, Chairwoman, President & CCO; 2013; 110/110; Director, Chairwoman, President & CCO 3) Advisor Administrative Services, LLC, d/b/a CORE Investment Management, LLC; Investment Related; Clearwater, FL; Administrative services company; Manager; 2026; 110/110; Provides consulting services to CORE, an administrative services company that provides support to investment professionals 4) Spencer Investment Partnership; Clearwater, FL; Rental Property Ownership; Partner; 2 hours/month; none during trading hours; 7/2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-16 |
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