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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-18 |
Branch Locations
300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | St Petersburg | FL | 11/2012 | 01/2020 |
| Kestra Investment Services, Llc | Clearwater | FL | 02/2020 | Present |
| Provise Management Group, Llc | Clearwater | FL | 02/2020 | Present |
ProVise Management Group, LLC - Investment Related: Yes - Address: Clearwater FL 33759 - Nature: Investment Advisory services through an independent outside RIA - Position: Employee - Title: Senior Portfolio Manager - Start Date: 2/11/2020 - Hrs/Mth: 145-160 - Hrs/Mth during trading: 127-140 - Duties: Portfolio management Real Church - Investment Related: No - Address: 1370 S Belcher Rd, Clearwater FL 33764 - Nature: Church - Position: Elder Board - Title: Member - Start Date: 3/16/2020 - Hrs/Mth: 8 Hrs/Mth during trading: 7 - Duties: Consultation on financial matters including review of the church's financial standing and potential capital investment proposals. ProVise Management Company Inc. Investment Related: N - Address: 611 Druid Road East Suite 105 Clearwater FL 33756 - Nature of Business: Management Company - Position: Partner: Title: Principal - Start Date: 1/1/2026 - Hrs/mth: 5% - Hrs/mth during trading: 5% - Duties: Management of ProVise Management Group LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-14 |
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