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3003 Tamiami Trail North Suite 410, Naples, FL 34103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-30 |
Branch Locations
3003 Tamiami Trail North Suite 410, Naples, FL 34103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trading Up | Naples | FL | 08/2011 | Present |
| Drs Llc | Naples | FL | 08/2011 | Present |
| Truist Investmen Services Inc | Naples | FL | 09/2022 | 05/2023 |
| Fifth Avenue Family Office | Naples | FL | 05/2023 | Present |
1. DRS LLC; Not investment related; 2420 Old Groves Rd. #A103, Naples; Wellness Coach; owner;08/01/2011; watching clients using natural products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-29 |
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