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8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-05 |
Branch Locations
2999 S Tamiami Trail, Sarasota, FL 34239 • United States
8625 Tamiami Trail N. Suite 301, Naples, FL 34108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Venice | FL | 02/2013 | 02/2018 |
| Raymond James & Associates, Inc. | Sarasota | FL | 08/2017 | 09/2024 |
| Sankes Development/ Sienna Village/Sankes Sienna | Sarasota | FL | 10/2015 | 11/2021 |
| 7Footer Holdings | Sarasota | FL | 02/2019 | Present |
| C Squared Enterprises | Sarasota | FL | 01/2013 | 12/2021 |
| Intellus Advisors | Naples | FL | 10/2024 | Present |
7 Footer Holdings; 7795 Holiday Drive N Sarasota, FL 34231; Real Estate Holding company; Owner; Manage the property; 2/2019- Present; 3 hours per month; 0.5 market hours 7 Footer Financial Inc.; 7795 Holiday Drive N Sarasota,FL 34231; S Corp for Income and Expenses of my day to day financial business; Owner; Day to Day operations of income and Expenses ; 9/2024 - Present; 160+ hours a month (Intellus business hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-28 |
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