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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-14 |
| FL | RA | APPROVED | 2022-11-29 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
1930 Park Meadows Dr Suite 2, Fort Myers, FL 33907 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokers International Financial Services, Llc | Fort Myers | FL | 01/2008 | 11/2022 |
| Truvestments Capital Llc | Sarasota | FL | 11/2022 | Present |
| Brokers Financial | Fort Myers | FL | 01/2008 | 11/2022 |
1.Independent Insurance Agent, Investment Related, 1930 Park Meadows Dr. Suite 2, Fort Myers, FL, USA, 33907, Start: 01/2008, 16 hours/month, Sale of Fixed Insurance Products 2.Real Estate Property; Investment Related, 1930 Park Meadows Dr. Fort Myers F 33907; Owner, Start 01/2015 10 hours/month, Rental Income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-21 |
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