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Bonita Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-08-12 |
| TX | RA | APPROVED_RES | 2021-03-05 |
| FL | RA | APPROVED | 2013-01-02 |
Branch Locations
Bonita Springs, FL • United States
27499 Riverview Center Blvd Suite 410, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Tree Capital Management (Fka Bares Consulting Services) | Bonita Springs | FL | 05/1998 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-11 |
| S66 | Uniform Combined State Law Examination | 2011-07-27 |
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