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2475 Enterprise Rd., Clearwater, FL 33763 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-06 |
| TX | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gfs Private Wealth, Llc | Clearwater | FL | 09/2012 | 03/2018 |
| Mercer Advisors | Clearwater | FL | 03/2018 | 06/2019 |
| Noble Family Wealth | Clearwater | FL | 06/2021 | Present |
| Mainsail Capital Group, Llc | Clearwater | FL | 11/2019 | 02/2022 |
| National Advisors Trust Company | Clearwater | FL | 04/2016 | 09/2021 |
1) 2505 ENTERPRISE LLC; NON-INVESTMENT RELATED; 2505 ENTERPRISE RD., CLEARWATER, FL 33763; REAL ESTATE HOLDING COMPANY; MANAGER; 03/2012; LESS THAN 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; BUSINESS MANAGER. 2) FREEDOM SAILS LLC; NON-INVESTMENT RELATED; 3336 DUNWOODY CT., CLEARWATER, FL 33761; BOAT HOLDING COMPANY; MANAGER; 11/2012; APPROX. ONE HOUR PER MONTH DURING TRADING HOURS. 3) SANTINA LLC; NON-INVESTMENT RELATED; 3336 DUNWOODY CT., CLEARWATER, FL 33761; BOAT HOLDING COMPANY; MANAGER; 01/2013; APPROX. ONE HOUR PER MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-23 |
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