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2033 Main Street Suite 303, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-02 |
Branch Locations
2033 Main Street Suite 303, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prince Asset Management, Inc. | Sarasota | FL | 11/2021 | Present |
| Magill & Stochl, Llc | Sarasota | FL | 08/2012 | Present |
One of two managing members in Magill & Stochl CPAs, LLC and sole member of Melissa M Stochl, CPA, LLC both of which are CPA firmsproviding tax and accounting services to individuals and businesses. It is not investment related and is located at 240 N Washington Blvd, Ste 320, Sarasota, FL 34236. Currently working 75% of full-time hours annually; roughly 160 hours/mo February - April and 100 hours/mo May - January. Currently working mostly during trading hours; however, this is flexible and hours can be moved around to 50% during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-27 |
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