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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-13 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Galati Financial Llc | Naples | FL | 03/2009 | 12/2016 |
| Ameriplanning And Investments Llc | Naples | FL | 07/2016 | 01/2018 |
| Capital Wealth Advisors | Naples | FL | 01/2018 | Present |
Since 03/03/2010, Roxane Kronon Galati is a CPA registered as Unclaimed Funds Locator with: State of Florida, Bureau of Unclaimed Property P.O. Box 8599 Tallahassee, FL 32314 850-413-5555 Her Locator ID number is 103662625. This activity represents less than 10% of her time and income. This business is not investment related and takes 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-01-27 |
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