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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-01 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
175 Olde Half Day Road Suite 290, Lincolnshire, IL 60069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning Silverman & Company | Lincolnshire | IL | 06/2010 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2021 | 09/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2021 | 09/2023 |
| Truvestments Capital Llc Dba Manning Silverman & Company | Sarasota | FL | 09/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2023 | Present |
1) MANNING SILVERMAN & COMPANY (CPA Firm). Investment Related. 175 Olde Half Day Rd Ste. 290, Lincolnshire IL. TAX AND ACCOUNTING. Minority Owner/Partner. 06/2017. Hrs/month 160 with 8 during trading hours. TAX AND ACCOUNTING 2) Fixed Insurance. Investment Related. 175 Olde Half Day Rd Ste. 290, Lincolnshire IL. Fixed insurance. Agent. 09/2023. Hrs/month 5 hr with 1 during trading hours. Selling fixed insurance products. 3) PKS Financial. Investment Related. 175 Olde Half Day Rd Ste. 290, Lincolnshire IL. Fixed insurance. Agent. 09/2023. Hrs/month 5 hr with 1 during trading hours. Selling fixed insurance products 4) Truvestments Capital LLC DBA Manning Silverman & Company. Investment Related. 175 Olde Half Day Rd Ste. 290, Lincolnshire IL. RIA. IAR. 09.2023. Hrs/month 150 with 130 during trading hours. Provide financial advice to clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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