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Naples, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skloff Financial Group | Naples | FL | 02/2006 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2006 | 12/2024 |
| Independent Insurance Agent | Naples | FL | 02/2006 | Present |
| Fgcu Academy | Naples | FL | 12/2016 | Present |
| Himmelstein Financial | Naples | FL | 10/2018 | Present |
1) SKLOFF FINANCIAL GROUP. Investment Related. 7682 Santa Margherita Way, Naples FL 34109. RIA. CEO. Start 2/2006. 190 hours/month, 80hrs during trading hours. Financial planning and investment management. 2) FIXED INSURANCE BUSINESS. Not Investment Related. 7682 Santa Margherita Way, Naples FL 34109. Fixed Insurance Sales. Agent. Start 2/2006. 80 hours/month. Life and Health Policies. 3) ADULT AND COMMUNITY EDUCATION. Not Investment Related. 5600 Cougar Drive, Naples FL 34109. Teaching Adult Financial Educations. Start 2/2015. 2 hours/month not during trading. 4) FGCU ACADEMY. Not investment related. 1010 5th Ave, S #100, Naples, FL 34102. Education-Instructor. Start 12/12/2016. 3 hrs/mth-100% during trading hrs. Instructor for finance courses. 5) WHOLESALE FIXED INSURANCE - Himmelstein Financial. 7682 Santa Margarita Way, Naples, FL 34109. Wholesale Fixed Insurance. Wholesaler. 10/2018. 40 Hrs/Mo; 20 Hrs During Trading Hours. Wholesale Fixed Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-14 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-17 |
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