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8880 Tamiami Trail North, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-06 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates | Naples | FL | 03/2013 | 09/2021 |
| The High Net Worth Advisory Group, Llc | Naples | FL | 10/2021 | Present |
1) Self Employed Florida Insurance Agent, investment related, Naples, FL, Start Date 08/1989, approximately 1-5 hours per month with all hours during securities trading hours, licensed in Life/Health/Annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-05 |
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