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7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-11 |
Branch Locations
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ernst & Young, Llp | Tampa | FL | 05/2013 | 12/2017 |
| Doyle Wealth Management, Inc | St. Petersburg | FL | 01/2018 | 07/2020 |
| Walters Strategic Advisors, Llc | Bradenton | FL | 07/2020 | 12/2023 |
| Walters & Associates Cpas | Sarasota | FL | 07/2020 | 12/2023 |
| Base Wealth Management | Lakewood Ranch | FL | 01/2024 | Present |
Strategic Tax Advisory LLC, dba Base Tax LLC - not investment related - Bradenton, FL - CPA firm - President/Owner - 12/2019 - 80 - 80 - tax and accounting services for small businesses and individuals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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