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3001 Founders Club Drive, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
3001 Founders Club Drive, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake Water Capital, Llc D/B/A Lake Water Advisory | Sarasota | FL | 09/2025 | Present |
| Labaton Keller Sucharow | New York | NY | 03/2025 | 08/2025 |
| Ranch Capital Advisors | Sarasota | FL | 12/2024 | 01/2025 |
| Metro Volunteer Lawyers, Denver Bar Association | Denver | CO | 01/2023 | 12/2023 |
| Kinsey's Kitchen, Llc | Centennial | CO | 07/2022 | 03/2025 |
| Kinsey Law Firm, Pllc | Centennial | CO | 09/2021 | 12/2024 |
| District Attorney's Office For The 4Th Judicial District | Colorado Springs | CO | 06/2021 | 08/2021 |
| Davis Schilken, Pc | Lakewood | CO | 06/2021 | 06/2021 |
| Dilorenzo & Kinsey, Cpas, Pc | Centennial | CO | 01/2021 | 07/2024 |
| Wilmington Trust | New York | NY | 08/2017 | 02/2019 |
| Unemployed | N/A | XX | 03/2019 | 12/2020 |
| Student | Charlottesville | VA | 09/2013 | 06/2017 |
1) Licensed insurance agent; Not investment-related; 3001 Founders Club Dr., Sarasota, FL, 34240; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-20 |
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