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1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-04 |
| FL | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED_RES | 2024-10-15 |
Branch Locations
1901 Ulmerton Road Suite 625-304, Clearwater, FL 33762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Three Oaks Partners Investment Counsel Llc | Clearwater | FL | 08/2024 | Present |
| Three Oaks Partners Llc | Seminole | FL | 05/2007 | Present |
| Pnc Institutional Asset Management | Tampa | FL | 05/2019 | 05/2024 |
| Sabal Trust | St. Petersburg | FL | 01/2017 | 10/2018 |
| Northern Trust Asset Management | West Palm Beach | FL | 08/2007 | 11/2016 |
(1) Three Oak Partners LLC; Investment Related; Seminole, Florida; an equipment leasing company which primarily owns and leases construction and waste management equipment, and owns Three Oaks Partners Investment Counsel LLC; Managing Member; Start Date: 5/2007; 25-35 hours devoted to business during securities trading hours; 25-35 hours devoted monthly (2) MCFIRE Capital, LLC; Investment Related; Clearwater, Florida; a holding company for MCFIRE Capital Partners Fund 1, LP; Co-owner and General Partner; Start Date: 4/2024; 25-35 hours devoted to business during securities trading hours; 25-35 hours devoted monthly
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-05 |
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