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3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-24 |
Branch Locations
3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 03/2009 | 03/2022 |
| Laidlaw Wealth Management | Naples | FL | 03/2022 | 07/2023 |
| Laidlaw & Company (Uk) Ltd | Naples | FL | 03/2022 | 09/2023 |
| Imprint Wealth Llc Dba Naples Wealth Planning | Naples | FL | 07/2023 | Present |
| American Global Wealth Management, Inc. | Mcdonough | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-08 |
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