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Current Employers
Advanced Wealth Management

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-19
FL RA APPROVED 2025-06-18
  • TX RA
    APPROVED_RES
    Since 2026-08-19
  • FL RA
    APPROVED
    Since 2025-06-18

Branch Locations

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Sarasota, FL • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Wealth Management Sarasota FL 01/2012 Present
Previous Registrations
  • 2016-01-08 → 2016-09-14
    Investors Capital Corp.
    Nokomis, FL
    Lynnfield, MA
    Nokomis, FL
    Nokomis, FL
  • 2013-07-05 → 2016-01-12
    Osaic Services, Inc.
    Scottsdale, AZ
    Nokomis, FL
  • 2006-07-19 → 2013-04-10
    Asset & Financial Planning, Ltd
    Nokomis, FL
  • 2005-03-14 → 2006-04-27
    Raymond James Financial Services, Inc.
    Sarasota, FL
    Englewood, FL
  • 2004-02-04 → 2005-03-09
    Osprey, FL
Other Businesses

BUSINESS NAME: Advanced Wealth Management, LLC INVESTMENT-RELATED: Yes ADDRESS: 8858 Fishermens Bay Dr, Sarasota, FL 34231 NATURE: Insurance Sales (Life, Health, Fixed Annuities, and Long-Term Care) POSITION: Managing Member / Licensed Insurance Agent START DATE: 01/2012 APPROX HOURS/MONTH: 20 TRADING HOURS: 20 DUTIES: I am a licensed insurance agent conducting insurance sales (Life, Health, Fixed Annuities, and Long-Term Care) through Advanced Wealth Management, LLC. This activity began in 01/2012 upon the formation of the current active legal entity (Sunbiz Document #L12000004714). This business is distinct from the similarly named entity formed in 2003 that was subsequently dissolved. This activity was conducted concurrently during my previous registration with Investors Capital Corporation and continues to the present as a secondary activity to my role as an Investment Adviser Representative.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-17
S63 Uniform Securities Agent State Law Examination 2002-12-18
  • S66 Uniform Combined State Law Examination
    2003-11-17
  • S63 Uniform Securities Agent State Law Examination
    2002-12-18
Other Names
  • Tony Pedro Gomes
  • Tony Gomes

View on SEC IAPD

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