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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2025-08-01 |
Branch Locations
9115 Corsea Del Fontana Way Suite 100, Naples, FL 34109 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Naples | FL | 10/2013 | 08/2025 |
| Raymond James Financial Services Advisors Inc. | Naples | FL | 10/2016 | 08/2025 |
| Family Wealth Tax Advisory Llc | Naples | FL | 07/2016 | 08/2025 |
| Family Wealth Planning Group Llc | Naples | FL | 10/2016 | 08/2025 |
| Mercer Global Advisors Inc. | Naples | FL | 08/2025 | Present |
1. 9115-100 LLC; Investment-related; 9115 Corsea Del Fontana Way, Naples, FL, 34109; Commercial real estate rental; Owner/Proprietor; 09/01/2016; 1 hr. per month; 1 hr. during trading hours; Coordinate property maintenance and pay invoices. 2. LaMacchio Family Investments, LLC; Investment-related; Naples, FL; Rental property; Owner; 07/2026; 2 hours per month; 1 hour per month during securities trading hours; Property management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-17 |
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