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12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-14 |
Branch Locations
12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evolution Wealth Management | Fort Myers | FL | 06/2025 | Present |
| Not Employed | Not Employed | FL | 08/2024 | 05/2025 |
| Evolution Wealth Management | Fort Myers | FL | 06/2024 | 07/2024 |
| Bonefish Grill | Orlando | FL | 05/2023 | 08/2023 |
| Not Employed | Not Employed | FL | 09/2023 | 05/2024 |
| Bonefish Grill | Orlando | FL | 05/2022 | 08/2022 |
| Not Employed | Not Employed | FL | 09/2022 | 04/2023 |
| Boston Market | Orlando | FL | 07/2019 | 02/2020 |
| Not Employed | Not Employed | FL | 03/2020 | 04/2022 |
| Not Employed | Not Employed | FL | 11/2015 | 06/2019 |
Name of the other business: Evolution Retirement Services. Investment-related. Address: 12487 Brantley Commons Ct., Fort Myers, FL 33907. Nature of the other business: Insurance Sales. Position, title, or relationship with the other business: Insurance Agent. Start date of your relationship: June, 2025. Approximate number of hours/month devoted to the other business: 6. Number of hours devoted to the other business during securities trading hours: 6. Duties relating to the other business: Annuity and Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-07 |
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