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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-19 |
| FL | RA | APPROVED | 2025-06-18 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Sarasota, FL • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Wealth Management | Sarasota | FL | 01/2012 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-18 |
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