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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-13 |
Branch Locations
711 E Henderson Avenue, Tampa, FL 33602 • United States
Naples, FL • 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 |
|---|---|---|---|---|
| Jpmorgan Securities Llc | Chicago | IL | 12/2013 | 09/2016 |
| Gulf Coast Longboards | Bonita Springs | FL | 08/2016 | 11/2017 |
| Wells Fargo Advisors, Llc | Naples | FL | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 11/2016 | 11/2017 |
| Fifth Third Securities | Marco Island | FL | 11/2017 | 07/2019 |
| Gte Federal Credit Union | Tampa | FL | 07/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2019 | Present |
| Cetera Investment Advisers Llc | Tampa | FL | 08/2019 | Present |
1. GTE INSURANCE, LLC & GTE TITLE, LLC, PRESIDENT, NO SALES, OVERSEES THE GROUP 2. CO-OWNER OF PINE RIDGE EVENTS, LLC; EVENT PLANNING BUSINESS OWNED WITH SPOUSE; FINANCIALS AND INVOICING; 1 HR/WK; ADD: CO-OWNER OF EL JEFE GUITARS, LLC 3. OWNED WITH SPOUSE; BUILD CUSTOM GUITARS; CO-OWNER OF THE BEAR AND THE BLONDE, LLC 4. OWNED WITH SPOUSE; HOLDING COMPANY FOR BUSINESSES, REAL ESTATE, AND PROPERTY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-26 |
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