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12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
Branch Locations
606 Bald Eagle Dr, Suite 602, Marco Island, FL 34145 • United States
315 E Olympia Ave, Suite 248, Punta Gorda, FL 33950 • United States
12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
999 Vanderbilt Beach Rd, #219, Naples, FL 34108 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Grace Advisory Group | Fort Myers | FL | 08/2015 | 03/2017 |
| Windsor Leasing, Llc | Naples | FL | 03/2017 | 12/2023 |
| Retirement Wealth Advisors | Naples | FL | 03/2017 | 06/2021 |
| Cypress Palms Management Services, Llc | Naples | FL | 01/2019 | 12/2023 |
| Cambridge Hall, Llc | Naples | FL | 07/2020 | 12/2023 |
| Holistic Wealth Partners | Naples | FL | 06/2018 | 06/2021 |
| Gulf Harbor Benefits | Naples | FL | 03/2017 | 06/2021 |
| Truadvice, Llc | Sarasota | FL | 06/2021 | 12/2023 |
| Andersen Harrison Advisors, Inc D/B/A Andersen Wealth | Naples | FL | 06/2021 | Present |
| Andersen Harrison Insurance, Llc | Naples | FL | 06/2021 | Present |
| Lifetime Learning Foundation | Naples | FL | 10/2018 | 12/2023 |
| Bison Advisors | Hartwell | GA | 12/2023 | 09/2025 |
| Evolution Wealth Management, Inc. | Fort Myers | FL | 09/2025 | Present |
1) Name of the other business: Andersen Harison Insurance, LLC. Not investment-related. 15275 Collier Blvd #201-302, Naples, FL 34119. Insurance Sales. Position: President/Owner. Start date: 5/12/2021. Approximately 5 hours/month devoted to the other business, none during securities trading hours. Duties: Ownership, oversee employees. _______________________________________________________________________________________________________________________________________________________ 2) Name of the other business: A2 Financial and Insurance Services. Not investment-related. 15275 Collier Blvd #201-302, Naples, FL 34119. Insurance Sales. Position: 10% Owner/ Insurance Agent. Start date: 3/6/2025. Partial ownership only, limited involvement. No measurable time spent per month. All business duties are handled by Alicia Andersen.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-23 |
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