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Current Employers
Financial Transparency

Greensboro, NC • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-07-20
  • FL RA
    APPROVED
    Since 2018-07-20

Branch Locations

Greensboro, NC • United States

1865 Veterans Park Drive Suite 203, Naples, FL 34109 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cssc Brokerage Services, Inc. Naples FL 01/2011 06/2018
Trustee Empowerment & Protection, Inc. Naples FL 01/2011 07/2018
Nici Law Firm P.L. Naples FL 04/2011 Present
Envision Financial Transparency, Llc Greensboro NC 07/2018 Present
Cssc Insurance Services, Inc. Troy MI 01/2011 07/2018
  • 01/2011 → 06/2018
    Cssc Brokerage Services, Inc.
    Naples, FL
  • 01/2011 → 07/2018
    Naples, FL
  • 04/2011 → Present
    Nici Law Firm P.L.
    Naples, FL
  • 07/2018 → Present
    Envision Financial Transparency, Llc
    Greensboro, NC
  • 01/2011 → 07/2018
    Cssc Insurance Services, Inc.
    Troy, MI
Previous Registrations
Other Businesses

1. NICI LAW FIRM, NON INVESTMENT RELATED, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, LAW FIRM INCLUDING TRUSTEE SERVICES AND REGISTERED AGENT SERVICES, SOLE OWNER, 1/25/11, 152 HRS/MONTH, ATTORNEY; 2. ARISTOTLE ADIVSORS, LLC, INVESTMENT RELATED,1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, FINANCIAL SERVICES, MANAGER, 1/17/11, 53 HRS/MONTH, MANAGERIAL AND SERVICING CLIENTS; 3. STRATEGIC PLANNERS GROUP, LLC NON INVESTMENT RELATED, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, DEVELOPS INTELLECTUAL PROPERTY/TOOLS TO BE USED IN ESTATE PLANNING FIELD, MANAGER, 1/31/08, DEVELOP INTELLECTUAL PROPERTY AND MARKET TO END USER FIRMS TO USE WITH THEIR CLIENTS AND GET A ROYALTY FOR THEIR USE OF THE I.P. 4. SJNLS EQUITY PARTNERS, LLC, INVESTMENT RELATED, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, PURCHASE DISTRESSED ASSETS, MANAGER, 6/12/17, <1HR/MONTH, PURCHASED JUDGEMENT ON A REAL ESTATE PROPERTY. 5. PROSCORE, LLC, INVESTMENT RELATED, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, FINANCIAL SOFTWARE DEVELOPMENT, CO-MANAGER, 12/08/20, 10 HRS/MONTH, 1/HRS TRADING, MANAGERIAL AND DEVELOPMENT. 6. PICKLEPLEX PROPERTIES, LLC, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, COMMERCIAL PROPERTY RENTAL, MANAGER, 10//2021, 1 HR/MONTH, 0/HRS TRADING, MANAGERIAL. 7.POSADA VILLAGES, LLC, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, PROPERTY RENTAL, MANAGER, 12/30/2025, 1HR/MONTH, 0/HRS TRADING, MANAGERIAL. 8. POSADA VILLAGES TWO, LLC, 1865 VETERANS PARK DRIVE, SUITE 203 NAPLES FL 34109, PROPERTY RENTAL, MANAGER, 1/1/2026, 1HR/MONTH, 0/HRS TRADING, MANAGERIAL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-02
  • S66 Uniform Combined State Law Examination
    2011-05-02
Other Names
  • Jim Nici

View on SEC IAPD

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