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2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2024-10-15 |
| SC | RA | APPROVED | 2024-09-16 |
| FL | RA | APPROVED | 2012-04-16 |
Branch Locations
2811 West Bay Drive, Belleair Bluffs, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Belleair Wealth Management, Llc | Belleair Bluffs | FL | 01/2012 | Present |
| Belleair Health, Llc | Belleair Bluffs | FL | 03/2024 | Present |
1) October 2010 - Pattison Wealth, LLC - 2811 W. Bay Drive, Belleair Bluffs, FL 33770 - General Member/Owner OF LLC. DBA Name/Marketing Name used to market insurance & Investment products - 40Hrs/Month 2) May 2012 - Ralan, LLC - 22811 W. Bay Drive, Belleair Bluffs, FL 33770 - Member/Manager of holding company for Belleair Wealth Management 3) March 2024 - Belleair Health, LLC - 2811 W. Bay Drive, Belleair Bluffs, FL 33770 - Managing Member & General Agent - a Florida insurance agency providing a wide range of life and health insurance-based products for individuals and families - 20HRS/Month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-11-23 |
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