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630 South Orange Avenue Suite 301C, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-08-14 |
Branch Locations
630 South Orange Avenue Suite 301C, Sarasota, FL 34236 • United States
5462 Central Ave, St Petersburg, FL 33707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2005-10-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Asset Management | Treasure Island | FL | 06/2005 | Present |
| Vioni Capital Management, Llc | Sarasota | FL | 07/2014 | Present |
Paradise Prop LLC is a residential rental real estate investment (not securities-related) I created in Nov 2015, for which I am President and co-manager. I don't spend any business hours and just occasional non-business hours (possibly 10 hours/year) in the management and leasing of the units. The units are located at 175 110th Ave, Treasure Island, FL 33706 and both units have long-term tenants. RC Minning & Assoc is my husbands hydrogeology consulting firm (not securities-related), of which I have been an officer (Sec/Treas) for 20 years but I have never had an active role. Possibly 1 hour per year (non-business hours) is spent on it, helping with the strategy. That business is located in our home at 10218 Tarpon Dr, Treasure Island, FL 33706
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-04 |
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