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9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-21 |
Branch Locations
9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Capital Distributors, Llc | Charlotte | NC | 05/2014 | 04/2018 |
| Sterling Capital Management, Llc | Charlotte | NC | 04/2014 | 04/2018 |
| Rising Star Distributors | Gulf Breeze | FL | 03/2020 | 04/2021 |
| Patrick Capital Markets, Llc | St. Louis | MO | 03/2020 | 04/2021 |
| Smith And Nephew Orthopedics | Pennsocola | FL | 08/2018 | 03/2019 |
| Saxony Capital Management, Llc | Saint Louis | MO | 04/2020 | 04/2021 |
| Franklin Templeton Distributors, Inc. | St. Petersburg | FL | 05/2021 | 07/2021 |
| Franklin Distributors, Llc | St. Petersburg | FL | 07/2021 | 01/2022 |
| Sei Investments Distribution Co. | Oaks | PA | 03/2022 | 05/2024 |
| Fnex Capital, Llc | Indianapolis | IN | 01/2022 | 03/2022 |
| Stringer Asset Management | Memphis | TN | 05/2024 | 08/2024 |
| Unemployed | Gulf Breeze | FL | 04/2018 | 08/2018 |
| Unemployed | Gulf Breeze | FL | 03/2019 | 03/2020 |
| Matrix 360 Distributors, Llc | Fairway | KS | 06/2024 | 06/2024 |
| Capital Wealth Planning, Llc | Naples | FL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-25 |
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