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1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-24 |
Branch Locations
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Twins | Minneapolis | MN | 06/2016 | 03/2019 |
| Windy City Thunderbolts | Crestwood | IL | 04/2019 | 08/2019 |
| Ravenwood High School | Brentwood | TN | 02/2020 | 05/2022 |
| Student | Murfreesboro | TN | 08/2019 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2020 | 02/2021 |
| Northwestern Mutual Investment Services Llc | Franklin | TN | 11/2020 | 04/2023 |
| Tre Tn Landon Killan | Franklin | TN | 02/2022 | 04/2023 |
| Tyler West | Franklin | TN | 02/2022 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 04/2023 |
| James Patton | Franklin | TN | 02/2023 | 04/2023 |
| Troy Nunn | Franlin | TN | 02/2023 | 04/2023 |
| Steven Tucker Greene | Franklin | TN | 02/2023 | 04/2023 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 04/2023 | Present |
| Uhler Vertich White Advisors | Fort Myers | FL | 06/2023 | Present |
(1)Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a client-facing financial planner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-01-07 |
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