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1666 79Th Street Causeway Suite 501, North Bay Village, FL 33141 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2008-08-21 |
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