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2180 Immokalee Road, #301, Naples, FL 34110-1407 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
Branch Locations
480 N. Orlando Avenue Suite 236, Winter Park, FL 32789 • United States
Longwood, FL • United States
2180 Immokalee Road, #301, Naples, FL 34110-1407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Altamonte Springs | FL | 12/2015 | 04/2018 |
| Fidelity Investments | Altamonte Springs | FL | 05/2018 | 04/2022 |
| Fidelity Investments | Altamonte Springs | FL | 05/2022 | 04/2024 |
| Aviance Capital Partners | Orlando | FL | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-23 |
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