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Robert William Frailey

Rwf Wealth Management LLC

Naples, FL

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Current Employers
Rwf Wealth Management Llc

Naples, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-07-02
  • FL RA
    APPROVED
    Since 2019-07-02

Branch Locations

5827 Cove Circle, Naples, FL 34119 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capitalrock Investments, Llc Naples FL 01/2015 08/2017
Purshe Kaplan Sterling Investments Albany NY 01/2015 07/2017
Platinum Wealth Partners Tampa FL 05/2016 07/2017
St Raphel - Guest Services Naples FL 02/2019 Present
Rwf Wealth Management Llc Naples FL 07/2019 Present
Integra Wealth Management Bonita Springs FL 07/2017 04/2019
Admiralty Point Naples FL 06/2015 02/2019
  • 01/2015 → 08/2017
    Capitalrock Investments, Llc
    Naples, FL
  • 01/2015 → 07/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2016 → 07/2017
    Platinum Wealth Partners
    Tampa, FL
  • 02/2019 → Present
    St Raphel - Guest Services
    Naples, FL
  • 07/2019 → Present
    Naples, FL
  • 07/2017 → 04/2019
    Integra Wealth Management
    Bonita Springs, FL
  • 06/2015 → 02/2019
    Admiralty Point
    Naples, FL
Previous Registrations
  • 2017-08-23 → 2019-07-10
    Integra Capital Advisors
    Naples, FL
    Bradenton, FL
    Bonita Springs, FL
  • 2015-02-02 → 2017-08-16
    Capitalrock Investments, Llc
    Naples, FL
  • 2016-09-23 → 2017-07-31
    Platinum Wealth Partners
    Naples, FL
    Tampa, FL
  • 2010-07-16 → 2015-01-09
    Naples, FL
    Naples, FL
    Naples, FL
    Fort Myers, FL
    Naples, FL
    Fort Myers, FL
  • 2008-09-26 → 2009-10-02
    Natcity Investments, Inc.
    West Palm Beach, FL
  • 2004-06-21 → 2008-09-11
    Colonial Asset Management Inc
    Naples, FL
    Montgomery, AL
  • 2000-10-01 → 2003-09-09
    Naples, FL
Other Businesses

Front Gate access at St Rafael - Nature of business - Security guard, help owners and guest enter front gate. Paid Hourly, 13.5 hours a week. Non-investment related. Address - 7117 Pelican Bay Blvd. Naples FL 34108 Phone 239-597-4383. Start date 02/2019 - present. I DO NOT work during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1997-12-13
  • S66 Uniform Combined State Law Examination
    1997-12-13
Other Names
  • Bob Frailey

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