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3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
3322 Bee Ridge Road Suite 200, Sarasota, FL 34239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pellegrino, Mcfarland, And Tortora P. A. | Sarasota | FL | 08/2025 | 03/2026 |
| Escapeology | Escapeology | FL | 01/2024 | Present |
| United Health Care | Sarasota | FL | 08/2023 | 07/2024 |
| Waffle House | North Port | FL | 06/2020 | 08/2023 |
| Harbor Chase | Venice | FL | 08/2019 | 06/2020 |
| Full Time Education | Sarasota | FL | 08/2015 | 08/2019 |
| Hd Money, Inc | Sarasota | FL | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-12 |
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