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3003 Tamiami Trail North Suite 410, Naples, FL 34103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-11-08 |
Branch Locations
3003 Tamiami Trail North Suite 410, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 06/2012 | 10/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2019 |
| Fifth Avenue Family Office | Naples | FL | 10/2019 | Present |
1. Face Off Club of Naples, Not investment related, Naples, FL, Lacrosse, Coach, 11/1/2019, 8 hours per month 2. Stage Capital of Florida LLC; Memberof the Board of Directors; Investment Related; 2 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-11 |
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