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Current Employers
Venture Visionary Partners Llc

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-29
  • FL RA
    APPROVED
    Since 2026-04-29

Branch Locations

5520 Monroe Street Suite B, Sylvania, OH 43560 • United States

27400 Riverview Center Blvd Suite 3, Bonita Springs, FL 34134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Federal Reserve Bank Of Philadelphia Philadelphia PA 06/2018 08/2019
Finemark National Bank & Trust Fort Myers FL 06/2021 08/2025
Venture Visionary Partners Llc Bonita Springs FL 09/2025 Present
Temple University Philadelphia PA 09/2019 06/2021
Florida Gulf Coast University Fort Myers FL 08/2021 12/2023
Hershey Abstract Settlement Services, Inc. Hershey PA 06/2020 05/2021
Bucknell University Lewisburg PA 09/2016 05/2019
  • 06/2018 → 08/2019
    Federal Reserve Bank Of Philadelphia
    Philadelphia, PA
  • 06/2021 → 08/2025
    Finemark National Bank & Trust
    Fort Myers, FL
  • 09/2025 → Present
    Bonita Springs, FL
  • 09/2019 → 06/2021
    Temple University
    Philadelphia, PA
  • 08/2021 → 12/2023
    Florida Gulf Coast University
    Fort Myers, FL
  • 06/2020 → 05/2021
    Hershey Abstract Settlement Services, Inc.
    Hershey, PA
  • 09/2016 → 05/2019
    Bucknell University
    Lewisburg, PA
Designations

View on SEC IAPD

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