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7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
Branch Locations
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marcos Pizza | Wesley Chapel | FL | 05/2023 | 05/2024 |
| Base Wealth Management | Lakewood Ranch | FL | 05/2024 | 07/2025 |
| Base Wealth Management | Lakewood Ranch | FL | 07/2025 | 02/2026 |
| Base Wealth Management | Lakewood Ranch | FL | 03/2026 | Present |
| Grinnell - Newburg High School | Grinnell | IA | 02/2016 | 05/2022 |
| Simpson College | Indianola | IA | 05/2022 | 05/2023 |
| Pasco Hernando State College | Wesley Chapel | FL | 05/2023 | Present |
Steward Financial Services, LLC | The individual is the 100% owner of the LLC, which is maintained solely for tax purposes | The activity is passive, involves no services or time commitment, and has no day-to-day operations. Base Insurance, LLC| Insurance agent| Devotes approximately 10% of professional time to insurance-related activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-17 |
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