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14012 11Th Terrace Ne, Brandenton, FL 34212 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ifs Securities | Atlanta | GA | 03/2016 | 09/2019 |
| Ifs Advisory Llc | Atlanta | GA | 03/2016 | 09/2019 |
| Investacorp Inc | Miami | FL | 09/2019 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 09/2019 | 07/2020 |
| Securities America, Inc. | Bradenton | FL | 07/2020 | 04/2021 |
| Securities America Advisors, Inc. | Bradenton | FL | 07/2020 | 04/2021 |
| Blackridge Asset Management | Jupiter | FL | 04/2021 | 01/2022 |
| Impact Partnership Wealth, Llc | Kennesaw | GA | 01/2022 | 06/2022 |
| Private Financial Counsel, Llc | Bradenton | FL | 04/2021 | Present |
| Caitlin John, Llc. | Brighton | MI | 04/2023 | 08/2023 |
| Advisor Share Wealth Management, Llc | Brandenton | FL | 08/2023 | 01/2025 |
| Watership Private Capital Management, Llc | Brandenton | FL | 02/2025 | Present |
Private Financial Counsel, LLC. 14012 11th Terrace NE, Bradenton, FL 34212. Nature: Life, long-term care, and annuity insurance sales and financial consulting. Position: Managing partner. Start Date: April 2021. 120 hours per month - with all 120 hours being during trading hours. Duties: Advise clients and their families as a financial planner and, as appropriate, recommend insurance solutions as indicated, including LTC or disability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-07 |
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