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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ymca | Naples | FL | 02/2015 | 05/2018 |
| Boys And Girls Club | Naples | FL | 06/2018 | 07/2019 |
| Duffys Sports Bar And Grill | Estero | FL | 08/2018 | 03/2020 |
| New Albany Country Club | New Albany | OH | 06/2020 | 11/2020 |
| Labcorp | Dublin | OH | 12/2020 | 03/2021 |
| Aad Dermatology | Naples | FL | 01/2022 | 10/2022 |
| Hobdaru Family Medicine | Naples | FL | 10/2022 | 12/2022 |
| Five Star Valet | Naples | FL | 01/2023 | 04/2023 |
| Vive Health | Naples | FL | 05/2023 | 03/2026 |
| Cwa Asset Management Group, Llc | Naples | FL | 03/2026 | Present |
| Salem University | Naples | FL | 03/2021 | 01/2022 |
| N/A | Naples | FL | 03/2020 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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