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Estero, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-14 |
Branch Locations
Estero, FL • United States
698 N. Maitland Avenue Suite 102, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
698 N. Maitland Avenue Suite 102, Maitland, FL 32751 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blade Benefit Consulting | Palm Harbor | FL | 04/2015 | 12/2017 |
| Blue Harbor Retirement Plan Services | Indian Rocks Beach | FL | 01/2018 | Present |
| Aegis Wealth Management, Llc | Clearwater | FL | 01/2017 | Present |
| Delta Capital Management, Llc | Estero | FL | 12/2019 | 03/2022 |
| Clearview 401K Advisors, Llc | Estero | FL | 01/2026 | Present |
Blue Harbor Retirement Plan Services - Owner 901 Monterey Ave, Clearwater, FL 33759 Since 10/2017 Non Investment Related Spends 160 hours per month total and 100 hours per month during trading hours Blue Harbor Retirement Plan Services provides employee benefit administration, payroll, record keeping and electronic communication. Investment adviser representative with another investment advisory firm, Aegis Wealth Management, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-04 |
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