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4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
4910 Lakewood Ranch Blvd #130, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ranch Capital Advisors Inc. | Sarasota | FL | 09/2025 | Present |
| Transflo | Tampa | FL | 07/2024 | 09/2025 |
| Deloitte Llp | Columbus | OH | 06/2023 | 07/2024 |
| Capital University | Bexley | OH | 07/2020 | 05/2021 |
| Deloitte Llp | Columbus | OH | 01/2022 | 04/2022 |
| Capital University | Bexley | OH | 08/2019 | 05/2020 |
| St. John'S Jesuit High School | Toledo | OH | 08/2015 | 05/2019 |
| Capital University | Bexley | OH | 08/2021 | 10/2021 |
| Crowe Llp | Columbus | OH | 05/2022 | 08/2022 |
| Harvest Bexley Llc | Bexley | OH | 08/2022 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-05 |
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