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310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-06 |
| TX | RA | APPROVED | 2022-11-09 |
Branch Locations
310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | Phoenix | AZ | 08/2007 | 09/2016 |
| Usaa Financial Planning Services | Phoenix | AZ | 01/2013 | 09/2016 |
| Unemployed | Phoenix | AZ | 09/2016 | 11/2016 |
| Usaa Financial Planning Services | Tampa | FL | 11/2016 | 01/2018 |
| Usaa Financial Advisors, Inc. | Tampa | FL | 11/2016 | 03/2018 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 03/2018 |
| Wells Fargo Advisors Financial Network, Llc | Venice | FL | 03/2018 | 01/2020 |
| Fourthought Financial Llc | Venice | FL | 01/2020 | Present |
| Fourthought Financial Partners, Llc | Venice | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-11 |
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