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8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
Branch Locations
8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roycer Delgado | Fort Myers | FL | 07/2022 | 06/2023 |
| Northwestern Mutual Investment Services Llc | Fort Myers | FL | 07/2022 | 06/2023 |
| Jcs Bikes And Boards | Deland | FL | 09/2017 | 05/2021 |
| Northwestern Mutual | Fort Myers | FL | 06/2021 | 07/2022 |
| Unemployed | Mansfield | MA | 01/2012 | 08/2017 |
| Raymond James & Associates Inc. | Naples | FL | 06/2023 | 09/2024 |
| Snappers Comedy Club | Fort Meyers | FL | 11/2023 | 04/2024 |
| Intellus Advisors | Naples | FL | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-03 |
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