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8833 Perimeter Park Blvd Suite 1003, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-09-23 |
| FL | RA | APPROVED | 2025-01-22 |
Branch Locations
8833 Perimeter Park Blvd Suite 1003, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merit Financial Group, Llc (Dba: Merit Financial Advisors) | Jacksonville | FL | 02/2015 | 10/2018 |
| Riggins & Forsyth Properties | Jacksonville | FL | 07/2017 | 11/2022 |
| Roy Miller & Associates | Jacksonville | FL | 02/2019 | 11/2022 |
| Mash Financial Planning, Pllc | Jacksonville | FL | 01/2019 | Present |
| Mash Tax & Accounting Pllc | Jacksonville | FL | 01/2023 | Present |
Name: Riggins & Forsyth Properties Investment Related: No Address: 6731 Arching Branch Circle, Jacksonville, Florida 32258 Nature of Business: Business entity for tax/investment purposes only Position: Managing Partner Start Date of Relationship: 06/10/2017 Hours per Month: 60 Hours during Securities Trading Hours: 0 Duties: Help pick properties to buy and rehab. Help determine budget, and selling price. Assist in the actual rehab of the property. Name: Roy Miller and Associates Investment Related: No Address: 8864 Goodby's Executive Drive #6, Jacksonville, FL 32217 Nature of Business: CPA Firm that does tax preparation, tax planning, bookkeeping, and payroll Position: Tax Preparer Start Date of Relationship: 02/01/19 Hours per Month: 60 Hours during Securities Trading Hours: 30 Duties: Tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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