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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-13 |
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