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Current Employers
Truvestments Capital Llc

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-03-20
  • FL RA
    APPROVED
    Since 2020-03-20

Branch Locations

6767 North Wickham Rd. Ste. 400, Melbourne, FL 32940 • United States

5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States

1031 Royal Palm Blvd., Vero Beach, FL 32960 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcenerney Tax Advisory Group Melbourne FL 02/2003 Present
Lynch Tax Advisory Group Melbourne FL 05/2013 Present
The Mcenerney Group, Llc Melbourne FL 11/2006 12/2024
Truvestments Capital, Llc Sarasota FL 02/2020 Present
  • 02/2003 → Present
    Mcenerney Tax Advisory Group
    Melbourne, FL
  • 05/2013 → Present
    Lynch Tax Advisory Group
    Melbourne, FL
  • 11/2006 → 12/2024
    The Mcenerney Group, Llc
    Melbourne, FL
  • 02/2020 → Present
    Sarasota, FL
Previous Registrations
  • 2006-11-06 → 2024-12-31
    The Mcenerney Group
    Melbourne, FL
    Vero Beach, FL
    Melbourne, FL
Other Businesses

(1) KEVIN MCENERNEY INC. DBA MCENERNEY TAX ADVISORY. DEVOTES 32 HOURS A MONTH TO THE BUSINESS AND 40 HOURS A MONTH ARE DEVOTED DURING SECURITIES TRADING HOURS.POSITION IS PRESIDENT. (2) Lynch Tax Advisory Group; NO; 05/2013; President; less than 10 hours a month are devoted to this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-07
S63 Uniform Securities Agent State Law Examination 1984-11-14
  • S65 Uniform Investment Adviser Law Examination
    2006-08-07
  • S63 Uniform Securities Agent State Law Examination
    1984-11-14

View on SEC IAPD

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