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300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-21 |
| FL | RA | APPROVED | 2020-10-24 |
Branch Locations
4350 West Cypress St Suite 225, Tampa, FL 33607 • United States
300 Park Place Blvd., Suite 210, Clearwater, FL 33759 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation,Inc | Clearwater | FL | 09/2004 | 07/2018 |
| Csenge Advisory Group, Llc | Clearwater | FL | 11/2004 | 04/2020 |
| Csenge Advisory Group Llc | Clearwater | FL | 11/2004 | 04/2020 |
| Lion Street Financial | Austin | TX | 08/2018 | 10/2020 |
| Kestra Investment Services, Llc | Tampa | FL | 10/2020 | Present |
| Provise | Clearwater | FL | 10/2020 | Present |
Business Name: Lions Eye Institute Foundation Investment Related: No Address: 1410 N. 21st St. Tampa FL 33605 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: volunteer, board member Start Date: 7/2/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: general strategic planning Business Name: ProVise Management Group, LLC Investment Related: Yes Address: 4350 W. Cypress Street, Suite 225 Tampa FL 33607 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services Position, Title or Relationship: independent advisor Start Date: 9/25/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: financial planning, investment advisory services, wealth management Business Name: FPA of Tampa Bay Investment Related: No Address: 12157 W Linebaugh Ave #312 Tampa FL 33626 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: volunteer, board member Start Date: 6/1/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: general strategic planning and operation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-26 |
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