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James Read Waldo

Waldo Investment Advisors, LLC

Naples, FL

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Current Employers
Waldo Investment Advisors, Llc

Naples, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-23
  • FL RA
    APPROVED
    Since 2025-10-23

Branch Locations

Naples, FL • 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
Waldo Investment Advisors, Llc Naples FL 12/2020 Present
Waldo Investment Advisors, Llc Ashburn VA 05/2014 12/2020
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-09-12
  • S63 Uniform Securities Agent State Law Examination
    1997-09-12
Designations

View on SEC IAPD

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