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24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-19 |
Branch Locations
24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pinnacle Usa Llc | Naples | FL | 08/2025 | 01/2026 |
| Stabilized Steps Llc | Naples | FL | 08/2016 | Present |
| Scg Business Consulting Llc | Naples | FL | 06/2016 | Present |
Stabilized Steps, LLC - not investment related 5051 Costello Drive, Naples, FL 34103 Medical Equipment Owner, 02/2016 15-20 hours not during trading times Administrative and IT SGB BUSINESS CONSULTING LLC - NOT INVESTMENT RELATED 5258 GOLDEN GATE PKWY, NAPLES, FL 34116 AUTOMATION CONSULTING OWNER, 06/2016 10 NOT DURING TRADING HOURS PROCESSES CONSULTING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-29 |
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