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310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-09 |
Branch Locations
310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fourthought Private Wealth | Venice | FL | 11/2025 | Present |
| Strategic Elements | Des Moines | IA | 12/2022 | 10/2025 |
| Plus Communications | Arlington | VA | 02/2020 | 09/2022 |
| Close Up Foundation | Washington | DC | 01/2019 | 08/2019 |
| Ncc Media | Bethesda | MD | 08/2018 | 12/2018 |
| Citizens Climate Lobby | Washington | DC | 07/2017 | 12/2017 |
| U.S. Senator Rob Portman (R-Oh) | Washington | DC | 07/2016 | 12/2016 |
| St. Vincent De Paul Northeast Ohio | Warren | OH | 09/2022 | 12/2022 |
| Ajilon Agency | Washington | DC | 08/2019 | 02/2020 |
| The Catholic University Of America | Washington | DC | 08/2014 | 06/2018 |
Musician for Lutheran Church, Emmanuel Lutheran Church, $500/monthly compensation, Venice, FL, non investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-13 |
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