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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-08 |
Branch Locations
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
108 S. Minnesota Ave. Ste. 120A, St. Peter, MN 56082 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-09 |
Branch Locations
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 |
|---|---|---|---|---|
| National Planning Corporation | St. Petersburg | FL | 07/2003 | 10/2017 |
| Bay View Capital, Inc. | St. Petersburg | FL | 01/1999 | Present |
| Securities America Inc. | St. Petersburg | FL | 10/2017 | 06/2024 |
| Securities America Advisors | St. Petersburg | FL | 10/2017 | 06/2024 |
| The Sherwin Group | St. Petersburg | FL | 12/2017 | Present |
| The Sherwin Group | Mankato | MN | 11/2017 | Present |
| Arbor Point Advisors | St. Petersburg | FL | 07/2019 | 11/2024 |
| Osaic Wealth, Inc. | St. Petersburg | FL | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. Bay View Capital, Inc. POSITION: President NATURE: Bay View Capital, Inc. INVESTMENT RELATED: Yes HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/10/1999 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710 DESCRIPTION: Consulting activities only 2. BAY VIEW CAPITAL, INC. POSITION: Partner NATURE: Bay View Capital, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710 DESCRIPTION: Purchase liquor license from the State of Florida via a lottery. Escrow the license for an undetermined time period then sell to the end user. 3. REES PROPERTIES LLC. POSITION: President NATURE: Real Estate holdings, commercial and residential. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/10/2013 ADDRESS: 6414 1St Ave. N, Saint Petersburg FL 33710 DESCRIPTION: Manage Real estate holdings 4. NOTARY POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/21/2020 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710 DESCRIPTION: Notarize documents 5. BAY VIEW CAPITAL, INC. POSITION: President NATURE: Subchapter S Corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710, United States DESCRIPTION: Manage Insurance agency for reps use; Purchase liquor license from the State of Florida via a lottery. Escrow the license for an undetermined time period then sell to the end user. Parent company to BVCAG 6. BAY VIEW CAPITAL ADVISORY GROUP, LLC POSITION: Consultant NATURE: Bay View Capital Advisory Group, LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2026 ADDRESS: 6414 1st Ave N, Saint Petersburg FL 33710, United States DESCRIPTION: Recruiting and consulting for my former OSJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-09-21 |
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