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12665 Coconut Creek Court, Fort Myers, FL 33908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berry Wealth Strategies | Portland | OR | 07/2012 | 12/2016 |
| Lpl Financial Llc | Portland | OR | 06/2012 | 12/2016 |
| Td Ameritrade | Portland | OR | 12/2016 | 05/2018 |
| Edward Jones | Fort Myers | FL | 08/2018 | 09/2019 |
| Eubanks Financial | Fort Myers | FL | 10/2019 | Present |
Eubanks Ventures LLC – Construction Sales Company, CEO 2023 - Present, Not investment related, 5 hours a week not during trading hours, Side jobs related to roofing The Cortez Venue LLC – Wedding Venue, CEO, 2024 - Present, Not investment related, No hours required Eubanks Holdings LLC – Holding Company, CEO, No hours required
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-25 |
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