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24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bonita Springs | FL | 07/2015 | 12/2016 |
| Nova Wealth Management | Bonita Springs | FL | 07/2015 | Present |
| Purshe Kaplan Sterlings Investments | Albany | NY | 11/2017 | 05/2024 |
| Envy Sport, Inc. | Bonita Springs | FL | 12/2018 | 12/2019 |
1)NOVA WEALTH MANAGEMENT; INVESTMENT RELATED; 24311 Walden Center Drive, Suite 200, BONITA SPRINGS, FL; RIA; CLIENT SERVICES; 07/2015; 20 HOURS/MONTH; 20 HOURS/MONTH DURING SECURITIES HOURS; CLIENT CLERICAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-03 |
| S65 | Uniform Investment Adviser Law Examination | 2017-04-10 |
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