ELITE TRUST SERVICES, INC.
CLEARWATER, FLORIDA

Elite Trust Services, Inc., originally known as Guardian Pooled Trust, was established in August 2003. It operates out of Clearwater, Florida, and is incorporated under the state with a company type designated as DOMP. The organization is dedicated to assisting individuals with disabilities in maintaining their financial eligibility for public assistance programs such as Medicaid and Supplemental Security Income (SSI) through its management of Special Needs Trusts (SNT). Since inception, Elite Trust Services has focused on delivering high-quality services to beneficiaries, ensuring their assets are protected while promoting cost-effective trust administration. Its mailing address is located at 901 Chestnut Street, Suite C, Clearwater, FL, with reachable contact numbers including (727) 210-1185 and toll-free at (800) 669-2499. Key personnel include Travis D Finchum as a professional staff director (PSD), Kiersten Finchum holding the position of vice president of directors (VPD), and Tracey Finchum serving on the board as Director. For more information, their activities are detailed online at elitetrustservices.com, with the latest corporate change recorded in April 2015 involving an amendment, reaffirmed by the last annual report filed in early 2024 for the year's accounting.