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9045 Strada Stell Court #106, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-25 |
Branch Locations
9045 Strada Stell Court #106, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfo Investment Advisors, Llc | Naples | FL | 07/2016 | Present |
| Chapman Insurance Group | Naples | FL | 05/2017 | Present |
Eastman Consulting, LLC (not investment related) - 840 Hidden Harbour Dr, Naples, FL 34109s R&D and market growth for P&C insurance company. I am the owner of the company from its founding in 2019 and spent approximately 5-10 hours per week. This company has no relation to any investment related company (including PFO Investment Advisors) but does relate to my position at Chapman Insurance Group. I am an officer with AWEARS, LLC and New International, both of which are charitable from which I derive no income.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
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