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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Energy Capital Research Group | Ridgefield | CT | 08/2015 | 03/2017 |
| Bankers Energy Llc | Sarasota | FL | 01/2009 | Present |
| Markus Bates Llc Dba Bates Real Estate And Financial Advisory | Sarasota | FL | 05/2019 | Present |
| Coldwell Banker | Sarasota | FL | 11/2018 | 06/2022 |
I began this business in Norwalk, CT. The business moved with me to Ridgefield, CT in January 2015 and then onto Sarasota, FL in August 2018 . What began as a business of providing Wall St. firms with basic insights into steel-making, power generation and oil and gas businesses from the view of a trader morphed into a larger core business with more in-depth analysis and research of markets , assets, companies financial statements and political/regulatory implications to businesses and sectors. The business is investment-related, since Bankers Energy LLC advises Wall St. hedge funds, global banks or consulting firms about real estate, commodities and companies
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-08 |
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