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27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pelican Wealth Advisors, Llc | Bonita Springs | FL | 05/2016 | Present |
| Nmw Financial, Pa | Bonita Springs | FL | 02/2016 | Present |
| Pelican Financial Group, Inc. | Bonita Springs | FL | 11/2015 | Present |
| Michael J. Woulas Ph.D., Inc. | Bonita Springs | FL | 12/2003 | Present |
| Pelican Wealth Advisors, Llc | Bonita Springs | FL | 04/2023 | Present |
Name: NMW Financial, PA Investment related: Yes Address: 27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 Title: President/Insurance Agent Start: 02/2016 Hrs/month: 160; Hrs during securities trading: 120 Insurance sales Name: Pelican Financial Group Investment related: Yes Address: 27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 Title: Research Associate Start: 11/2015 Hrs/month: 160; Hrs during securities trading: 120 Insurance sales Name: Michael J. Woulas Ph.D., Inc. Investment related: No Address: Bonita Springs, FL 34134 Title: Vice President Start: 12/2003 Hrs/month: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
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