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12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
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 |
|---|---|---|---|---|
| Parady Financial | The Villages | FL | 03/2025 | 04/2026 |
| Unemployed | Unemployed | FL | 09/2024 | 02/2025 |
| Marriott Vacations Worldwide | Marco Island | FL | 04/2024 | 08/2024 |
| Unemployed | Unemployed | FL | 11/2021 | 03/2024 |
| Ge Healthcare | Naples | FL | 04/2015 | 10/2021 |
| Evolution Wealth Management | Fort Myers | FL | 04/2026 | Present |
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: April 20, 2026. 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 | 2026-02-20 |
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