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999 Vanderbilt Beach Rd., Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-12 |
Branch Locations
999 Vanderbilt Beach Rd., Suite 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Naples | FL | 02/2011 | 10/2021 |
| Noho Financial, Inc Dba Forme Financial | Naples | FL | 01/2022 | 11/2022 |
| Nova Wealth Management, Inc | Bonita Springs | FL | 04/2023 | 08/2023 |
| Unemployed | Naples | FL | 11/2022 | 04/2023 |
| Aviance Capital Partners Llc | Naples | FL | 08/2023 | 03/2025 |
| Unemployed | Naples | FL | 10/2021 | 01/2022 |
| Local Wealth Management, Llc | Naples | FL | 04/2025 | Present |
Charley Corbett, Self-employed (sole prop); not investment-related; 14 Johnnycake Dr. Naples, FL 34110; Property Management; Owner; Owner; 1/5/2024; 4 hours/ month; 0 hours/ month; Managerial and administrative duties pertaining to the efficient running of the HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-22 |
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