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2454 N Mcmullen Booth Rd Suite 700, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-18 |
Branch Locations
2454 N Mcmullen Booth Rd Suite 700, Clearwater, FL 33759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Ocean Wealth Management, Llc | Palm Harbor | FL | 08/2016 | Present |
| Blue Ocean Wealth Management, Llc | Palm Harbor | FL | 08/2016 | Present |
Owner; Blue Ocean Wealth Management; Investment Related: Yes; Location: 2454 N McMullen Booth Rd #700, Clearwater FL 33759; Description of the business: I have a Insurance Lic #E052655 that I need to disclose. I do not actively sell any insurance, I simply keep the lic active so that I do not lose it.; Responsibilities Duties: Keep up with the continuing education requirements every 2 years for the state of FL.; Start date with business: 2006-08-06; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-05-09 |
| S65 | Uniform Investment Adviser Law Examination | 2006-05-01 |
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