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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-29 |
| FL | RA | APPROVED | 2020-08-26 |
Branch Locations
1819 Main Street Suite 1100, Sarasota, FL 34236-5999 • United States
Bradenton, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Sarasota | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sarasota | FL | 11/2016 | 08/2020 |
| Rbc Capital Markets, Llc | Sarasota | FL | 08/2020 | Present |
| City National Bank | Sarasota | FL | 11/2020 | Present |
1) FOUR RENTS, LLC; INVESTMENT RELATED; BRADENTON, FL; LLC ESTABLISHED FOR RENTAL PROPERTIES; 100% OWNERSHIP; START DATE = 12/23/2010; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS. 2) Name: Four Rents LLC Address: 9951 Cherry Hills Ave Circle Bradenton, Fl 34202 Business Description: Rental Property Business is not investment related Projected Start Date: 09/09/10 Capacity: Owner - Passive Duties Performed: None Devoted to this OBA per Month: 2 Hours Devoted to this OBA during business hours: 0 3) Name: Nate's Honor Animal Rescue Address: 4951 Lorraine Rd Bradenton, FL 34211 Business Description: Animal shelter Business is not investment related Projected Start Date: 09/09/19 Capacity: Board of Directors * Duties Performed: Quarterly board meetings and idea sharing Devoted to this OBA per Month: 1 Hours Devoted to this OBA during business hours: 0 4) NAME OF ENTITY: Judy W McMannis Trust ADDRESS: 9951 Cherry Hills Ave Circle INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Trustee. CAPACITY: Other ; Trustee START DATE: 09/10/2022 DUTIES: Trustee overseeing distribution of Trust assets. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 5)NAME OF ENTITY: Eugene E McMannis Trust ADDRESS: 9951 Cherry Hills Ave Cir Bradenton Fl 34202 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Trustee. CAPACITY: Other ; Trustee START DATE: 09/10/2022 DUTIES: Liquidation of Trust to distribute to beneficiaries. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 1996-09-20 |
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