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3301 Bonita Beach Road Suite 312, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
| MO | RA | APPROVED | 2021-03-25 |
| TX | RA | APPROVED_RES | 2019-03-19 |
Branch Locations
3301 Bonita Beach Road Suite 312, Bonita Springs, FL 34134 • 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 |
|---|---|---|---|---|
| Sentinel Wealth Inc. | Bonita Springs | FL | 01/2000 | Present |
| Tax Planner Pro Llc | Bonita Springs | FL | 05/2015 | Present |
| Sentinel Tax Inc | Bonita Springs | FL | 07/2018 | Present |
1) Tax Planner Pro LLC - Non-Investment-Related - 3301 Bonita Beach Road, Suite 312, Bonita Springs, FL 34134 - Tax Projection Software Application - Owner - President - 05/2015 - 10 Hours per Month - .5 Hours per Month During Security Trading Hours - Own and operate tax and accounting services 2) Sentinel Tax Inc. - Non-Investment-Related - 3301 Bonita Beach Road, Suite 312, Bonita Springs, FL 34134 - Tax Return Preparation, Bookkeeping, and Accounting Services - Owner - President - 01/2018 - 40 Hours per Month - 2 Hours per Month During Security Trading Hours - Own and operate tax and accounting services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-14 |
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