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8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-04-10 |
| TX | RA | APPROVED | 2018-03-15 |
Branch Locations
8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Myers | FL | 01/2008 | 03/2018 |
| Private Capital Management, Llc | Naples | FL | 03/2018 | Present |
| Carnes Capital Corporation | Naples | FL | 03/2018 | Present |
My spouse, Cassie McMillion, owns and operates Reveles Travel, LLC ("Reveles"), a travel agent business. While listed as an officer of the company, I have no day to day involvement in the business operations of Reveles. Reveles is not investment related and is located at 27982 Temple Terrace Drive, Bonita Springs, FL 34135. I do not devote any hours to Reveles during securities trading hours. I devote less than one hour per month to Reveles. I am a secondary authorized signer for Reveles.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-20 |
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