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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-06 |
Branch Locations
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
9115 Corsea Del Fontana Way Suite 100, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Naples | FL | 11/2012 | 10/2016 |
| Raymond James Financial Services, Inc. | Naples | FL | 10/2016 | 08/2025 |
| Raymond James Financial Services Advisors Inc. | Naples | FL | 10/2016 | 08/2025 |
| Family Wealth Planning Group | Naples | FL | 10/2016 | 08/2025 |
| Family Wealth Tax Advisory | Naples | FL | 10/2016 | 08/2025 |
| Mercer Global Advisors Inc. | Naples | FL | 08/2025 | Present |
1. Eclectic Living, LLC; Investment-related; Naples, FL; Rental Real Estate; Member; 01/01/2008; Less than 1 hr. per month; Less than 1 hr. during trading hours; Passive member. 2. SHNAZY, LLC; Investment-related; Naples, FL; Purchase of publicly traded securities; Member; 03/14/2019; Less than 1 hr. per month; Less than 1 hr. during trading hours; Select investments and coordinate annual filings. 3. Life including Variable Annuity & Health Insurance License; Investment-related; Naples, FL; Insurance sales; Insurance Producer; 07/11/2013; 2 hrs. per month; 2 hrs. during trading hours; Holds active insurance license.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
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