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1585 Pine Ridge Road, Suite 2, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-02-01 |
| FL | RA | APPROVED | 2003-03-28 |
Branch Locations
1585 Pine Ridge Road, Suite 2, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Banyan Asset Management, Inc. | Naples | FL | 09/2002 | Present |
| Gulfshore Oral Surgery, Pa | Naples | FL | 03/2013 | Present |
| Royal Palm Physician Group, Pa | Naples | FL | 03/2016 | 10/2024 |
FRANK C. FONTANA HOLDS THE PART-TIME POSITION OF BUSINESS CONSULTANT FOR GULFSHORE ORAL SURGERY, PA (AN ORAL SURGERY PRACTICE), LOCATED AT 1585 PINE RIDGE ROAD, SUITE 2, NAPLES, FLORIDA 34109. THE POSITION INVOLVES PROVIDING GUIDANCE AS NEEDED ON A VARIETY OF BUSINESS ISSUES, ESPECIALLY THOSE RELATING TO PROCESSES, AND IS NOT INVESTMENT RELATED. HOURS VARY AS NEEDED. THERE IS NO SET SCHEDULE AND TIMING IS FLEXIBLE. THE POSITION DOES NOT INTERFERE WITH TRADING FOR BANYAN ASSET MANAGEMENT CLIENT PORTFOLIOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-10 |
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