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2381 Fruitville Road, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Pro Advisors, Inc. | Sarasota | FL | 03/2013 | 03/2018 |
| Apw Capital (Formerly Comprehensive Asset Mgmt & Servicing) | Rockaway | NJ | 05/2014 | Present |
| Truvestments Capital, Llc | Sarasota | FL | 03/2018 | 02/2020 |
| Wealth Pro Advisors, Inc | Sarasota | FL | 02/2020 | Present |
1) COMPREHENSIVE ASSET MANAGEMENT & SERVICING, INC., INVESTMENT RELATED, SARASOTA, FL, BD, REGISTERED ASSISTANT, SINCE 05/2014. 2) WEALTH PRO ADVISORS, INVESTMENT RELATED: YES, 2381 FRUITVILLE RD, SARASOTA, FL, 34237, FINANCIAL ADVISOR, SINCE 2/15/2020, 40 HR/WEEK, ASSORTED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-17 |
| S66 | Uniform Combined State Law Examination | 2015-02-07 |
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