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7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-26 |
| TX | RA | APPROVED_RES | 2022-10-20 |
Branch Locations
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
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 |
|---|---|---|---|---|
| Intervest International Equities Corp | Colorado Springs | CO | 02/2004 | 10/2022 |
| Base Wealth Managment, Llc | Lakewood Ranch | FL | 05/2022 | Present |
| Dicorb Holdings Inc. | Lakewood Ranch | FL | 01/2014 | Present |
| Intervest International, Inc. | Colorado Springs | CO | 07/2015 | 10/2022 |
| Base O'LAkes Llc | Lakewood Ranch | FL | 11/2023 | Present |
| Base Insurance, Llc | Lakewood Ranch | FL | 12/2023 | Present |
| Dicorb Two Lllp | Lakewood Ranch | FL | 02/2024 | Present |
| The Bowcia Group Llc | Lakewood Ranch | FL | 09/2018 | Present |
| Porter Flex Llc | Lakewood Ranch | FL | 02/2022 | Present |
1) DICORB Holdings Inc., d/b/a Base Commercial Real Estate, not investment related, Lakewood Ranch, FL, real estate holding, 1/3 Owner and President, 01/2014, 20 - 0 - commercial office rental business. 2) DICORB TWO LLLP - not investment related - Lakewood Ranch, FL - real estate holding - Majority Owner - 02/2024, 5, 0 - commercial office rental business. 3) Base Insurance, LLC - investment related - Lakewood Ranch, FL - insurance agency - Owner - 12/2023, 10, 0 - insurance sales. 4) Base O'Lakes LLC - not investment related - Lakewood Ranch, FL - real estate holding - Owner - 11/2023, 5, 0 - commercial office rental business. 5) The BOWCIA Group LLC - not investment related - Lakewood Ranch, FL - real estate holding - 09/2018 - 3 - 0 - commercial office rental business. 6) Porter Flex LLC - not investment related - Lakewood Ranch, FL - real estate holding - 02/2022 - 3 - 0 - commercial office rental business. 7) Land Dan Properties LLC (Partnership) - not investment related - Lakewood Ranch, FL - 09/2025| real estate holding - commercial office rental business. 8) Turtle Shell Company AMI LLC (Partnership): not investment related - Lakewood Ranch, FL -10/2025| real estate holding - commercial office rental business. 9) Base Wealth Park Street LLC (Partnership) not investment related - Lakewood Ranch, FL - 1/2026 | real estate holding -commercial office rental business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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