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Arvada, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-21 |
Branch Locations
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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 05/2017 | 01/2021 |
| The Huntington National Bank | Naples | FL | 04/2017 | 11/2018 |
| Modern Advisory Planning, Llc | Punta Gorda | FL | 07/2016 | 04/2017 |
| The Huntington National Bank | Naples | FL | 11/2018 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 01/2021 | 12/2022 |
| Bank Of America, N.A. | Punta Gorda | FL | 02/2021 | 12/2022 |
| Q3 Advisors, Llc | Punta Gorda | FL | 02/2023 | Present |
I*851279 For profit or not for profit: Entity For Profit Name of outside business organization: Yacht captain Investment related: N Address of business: Port Charlotte, Florida, 33954 Nature of business: ["Sole Proprietorship"] Position, title, association: ["Owner"], Start date of relationship: 5/21/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Charter boat captain I*10460 For profit or not for profit: Name of outside business organization: Adair Rental Property Investment related: Address of business: Port Charoltte, Florida 33954 Nature of business: , Position, title, association: , Start date of relationship: 3/16/2014 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-23 |
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