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Cape Coral, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-25 |
| WI | RA | APPROVED | 2025-02-25 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 05/2017 | 11/2019 |
| Summit San Simeon, Llc | Eau Claire | WI | 06/2013 | Present |
| Shareholder, Llc | Cape Coral | FL | 07/2013 | Present |
| Premier Property Management Llc | Eau Claire | WI | 04/2017 | Present |
| Legacy Camps International Inc | Eau Claire | WI | 01/2008 | Present |
| Sellstate Priority Realty | Cape Coral | FL | 12/2018 | Present |
| Legacy Wealth Management, Inc. | Cape Coral | FL | 01/2020 | Present |
| Independent Insurance Agent | Cape Coral | GA | 08/2017 | Present |
1). SUMMIT SAN SIMEON, LLC; INV RELATED; 1740 BRACKETT AVE, EAU CLAIRE, WI 54701; REAL ESTATE RENTALS; PART OWNER; START 06/2013; 12 HOURS PER MONTH, 4 HOURS DURING SECURITIES TRADING HOURS; MANAGE RENTALS. 2). SHAREHOLDER, LLC; INV RELATED; 5248 SEMINOLE COURT, CAPE CORAL, FL 33904; REAL ESTATE RENTALS; OWNER; START 07/2013; 2 HOURS PER MONTH, 1 HOUR DURING SECURITIES TRADING HOURS; SUPERVISE MANAGEMENT COMPANY. 3). PREMIER PROPERTY MANAGEMENT, LLC; INV RELATED; 1740 BRACKETT AVE, EAU CLAIRE, WI 54701; REAL ESTATE; OWNER; START 04/2017; 6 HOURS PER MONTH, 3 HOURS DURING SECURITIES TRADING HOURS; MANAGE RENTALS. 7. INDEPENDENT AGENT; INV RELATED; 5248 SEMINOLE COURT, CAPE CORAL, FL 33904; FIXED INSURANCE; INSURANCE AGENT; START 01/2018; 20 HOURS PER MONTH, 20 HOURS DURING SECURITIES TRADING HOURS; 4). FIXED INSURANCE SALES AND DBA FOR SECURITIES/ADVISORY SERVICES. 5). SELLSTATE PRIORITY REALTY; INVESTMENT RELATED; 5248 SEMINOLE CT, CAPE CORAL, FL 33904; REAL ESTATE; REAL ESTATE AGENT; START 12/2018; 3 HOURS PER MONTH; 3 HOURS DURING TRADING HOURS; REAL ESTATE AGENT. 9; Windmare LLC Charter Boat Business 11/2014
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-06-08 |
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