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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-07 |
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 |
|---|---|---|---|---|
| Preservation Capital Group | Orlando | FL | 07/2010 | Present |
MANAGING MEMBER OF WHITEWATER PLACE LLC, WHICH IS A FAMILY INVESTMENT COMPANY. VERY LITTLE TIME IS DEVOTED TO THESE ACTIVITIES. THE ADDRESS IS 5861, FERRARA DRIVE, SARASOTA, FL. 34238. THIS BUSINESS HAS NO RELATIONSHIP TO PRESERVATION CAPITAL GROUP.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-31 |
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