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Current Employers
Merited Wealth, Llc

1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-14

Branch Locations

1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States

12651 S Dixie Highway Ste 321, Pine Crest, FL 33156 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Investors Corp. Coral Gables FL 10/2012 06/2017
Pendray Financial Associates Coral Gables FL 09/2012 Present
Merited Wealth, Llc North Bay Village FL 06/2024 Present
Mutual Trust Asset Management, Inc. St. Petersburg FL 06/2018 06/2024
Mutual Trust Company Of America Securities St. Petersburg FL 07/2017 06/2024
  • 10/2012 → 06/2017
    Freedom Investors Corp.
    Coral Gables, FL
  • 09/2012 → Present
    Pendray Financial Associates
    Coral Gables, FL
  • 06/2024 → Present
    North Bay Village, FL
  • 06/2018 → 06/2024
    Mutual Trust Asset Management, Inc.
    St. Petersburg, FL
  • 07/2017 → 06/2024
    Mutual Trust Company Of America Securities
    St. Petersburg, FL
Previous Registrations
  • 2018-06-01 → 2024-06-13
    Coral Gables, FL
    Tampa, FL
  • 2013-11-27 → 2017-06-27
    Freedom Investors Corp.
    Brookfield, WI
    Brookfield, WI
    Coral Gables, FL
  • 2008-09-04 → 2010-10-22
    Evolve Securities, Inc.
    Coral Gables, FL
    Coral Gables, FL
    Cordova, TN
  • 2010-06-15 → 2010-10-22
    Evolve Investment Advisors
    Coral Gables, FL
    Austin, TX
Other Businesses

1. PENDRAY FINANCIAL ASSOCIATES, Investment Related, 12651 S Dixie Highway Ste 321, Pine Crest, FL, USA, 33156, start date 2012, Insurance related activities including annuity products and life insurance, Medicare and Medicaid compliance solutions, time spent 80 hours per month. 2. Insurance Agent, Various insurance companies, Investment Related, start date 1993.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-29
S65 Uniform Investment Adviser Law Examination 2008-08-21
  • S63 Uniform Securities Agent State Law Examination
    2017-11-29
  • S65 Uniform Investment Adviser Law Examination
    2008-08-21
Designations

View on SEC IAPD

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