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856 3Rd Avenue South Ste. 200, Naples, FL 34102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-30 |
Branch Locations
856 3Rd Avenue South Ste. 200, Naples, FL 34102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brownstone Investment Group, Llc | New York | NY | 03/2014 | 11/2018 |
| Investors Trust Company | Chapel Hill | NC | 02/2019 | 03/2021 |
| Naples Global Advisors | Naples | FL | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-30 |
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