# FINANCIAL SERVICES INTERNATIONAL CORP.

FINANCIAL SERVICES INTERNATIONAL CORP. of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 37813
- Type: SEC-registered investment adviser
- SEC file number: 801-64354
- Location: 5000 T-REX AVE, SUITE 300, BOCA RATON, FL, 33431
- Phone: 561-981-1000
- Latest filing: 2020-10-21
- Regulatory AUM: $204.3M
- Discretionary AUM: $44.9M
- Non-discretionary AUM: $159.5M
- Clients: 35
- Accounts: 1,011

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| LEE CANDACE JEAN | OWNER; PRESIDENT, CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| PINGREE BRENDA ROSE | FINANCE & OPERATIONS PRINCIPAL; FINANCIAL AND OPERATIONS PRINCIPAL; PRESIDENT / CHIEF FINANCIAL OFFICER | — |
| PENSKE MARK HULBERT | CEO; CEO/PRESIDENT; OWNER | — |
| MCCLOSKEY MARK THOMAS | CHIEF COMPLIANCE OFFICER | — |
| KELLER MICHAEL TERRANCE | CCO; CCO B/D; CCO & FINOP (+2 more) | — |
| SCHMIDT ANDREW PATRICK | CHIEF COMPLIANCE OFFICER | — |
| PETERS ROBERT W | FINOPS | — |
| GRIFFITH GREGORY MATHEW | CHIEF COMPLIANCE OFFICER | — |
| MEINHARDT GREG THOMAS | PRESIDENT | — |
| KIM JAMES GRANT | CHIEF COMPLIANCE OFFICER | — |
| HUNTER JOSEPH FRANCIS | PRESIDENT; PRESIDENT & FINOPS PRINCIPAL | — |
| CURRAN LISA MICHELE | EXECUTIVE VICE PRESIDENT/CTO | — |
| ANDRESEN HENRIK KURT | CCO - BD; CCO - RIA | — |
| ROMERO MONIQUE VICTORIA | FINOP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/37813/brochure
- Similar advisers: https://search.stillhousedata.com/firm/37813/similar
- Related entities: https://search.stillhousedata.com/firm/37813/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/37813

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.