Provise Management Group LLC
Legal Name: PROVISE MANAGEMENT GROUP, LLC
Full Contact Details
Other Info
Provise Management Group LLC is legally known as PROVISE MANAGEMENT GROUP, LLC. It is a FL Limited Liability Company. This firm has 19 employees, of which 14 are employees in advisory roles. It serves 9 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 2, 1988.
Direct Owners
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ERIC RUSSELL EBBERT
PRESIDENT/MANAGER owns less than 5%
-
JAMES LYNN POER
VICE PRESIDENT owns less than 5%
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JON MICHAEL BRETHAUER
EXECUTIVE VICE PRESIDENT owns less than 5%
-
KESTRA FINANCIAL,INC
MANAGING MEMBER owns 75% or more
-
KIMBERLY LYN ADAMS-DIPIERO
EXECUTIVE VICE PRESIDENT/CFO owns less than 5%
-
MARIANNE COMMORATO
VICE PRESIDENT, COMPLIANCE owns less than 5%
-
MICHELLE BRITNELL
COO, SECRETARY/TREASURER owns less than 5%
-
NANCY BOWLER CROY
EXECUTIVE VICE PRESIDENT owns less than 5%
-
ROBERT BREDT NORWOOD
VICE PRESIDENT, ASSISTANT SECRETARY owns less than 5%
-
VINCENT RAYMOND FERRARA
CHAIR/CEO/CHIEF COMPLIANCE OFFICER/MANAGER owns less than 5%
-
YIN YIN
ASSISTANT SECRETARY owns less than 5%
Indirect Owners
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KESTRA ADVISOR SERVICES HOLDINGS A, INC.
OWNER owns 75% or more
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KESTRA ADVISOR SERVICES HOLDINGS B, INC.
OWNER owns 75% or more
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KESTRA ADVISOR SERVICES HOLDINGS C, INC.
OWNER owns 75% or more
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KINGFISHER HOLDING A, INC.
OWNER owns 75% or more
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KINGFISHER HOLDING B, INC.
OWNER owns 75% or more
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KINGFISHER HOLDING GP, LLC
GENERAL PARTNER
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KINGFISHER HOLDING, L.P.
OWNER owns 75% or more
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WARBURG PINCUS FINANCIAL SECTOR, L.P.
LIMITED PARTNER owns more than 25% but less than 50%
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