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2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2637 Mc Cormick Drive Suite 101, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Trust Asset Management Inc. | Clearwater | FL | 02/2015 | Present |
| The Holland Group, Retirement Wealth Advisors, Llc | Clearwater | FL | 12/2023 | Present |
I SELL INSURANCE AND ANNUITY PRODUCTS THROUGH ADVISORS EXCEL AND THE HOLLAND GROUP. MY TITLE IS RETIREMENT WEALTH ADVISOR. I STARTED THIS BUSINESS 12/2014. I DEVOTE APPROXIMATELY 80 HOURS/MONTH AND 20 HOURS/WEEK TO THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-20 |
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