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353 N. Clark St, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
| IL | RA | APPROVED | 2024-08-19 |
Branch Locations
309 Se Osceola Street Suite 105, Stuart, FL 34994 • United States
353 N. Clark St, Chicago, IL 60654 • United States
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 |
|---|---|---|---|---|
| Hayden Royal | Charlotte | NC | 04/2016 | 06/2018 |
| Capitalrock Financial, Llc Dba Naples Wealth Planning | Naples | FL | 07/2018 | 10/2020 |
| Laidlaw Wealth Management Dba Naples Wealth Planning | Stuart | FL | 10/2020 | 07/2023 |
| Imprint Wealth Llc, Dba Price Wealth Management | Stuart | FL | 07/2023 | Present |
| Impact Capital Funds, Inc. | Stuart | FL | 10/2020 | 12/2023 |
| Mesirow Financial Inc | Stuart | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-29 |
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