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999 Vanderbilt Beach Rd. Suite 200, Naples, FL 33908 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-23 |
Branch Locations
15050 Elderberry Lane, Fort Myers, FL 33907 • United States
999 Vanderbilt Beach Rd. Suite 200, Naples, FL 33908 • United States
107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
| AZ | RA | APPROVED | 2024-10-29 |
| WA | RA | APPROVED | 2024-10-23 |
| FL | RA | APPROVED | 2008-01-09 |
Branch Locations
107 Kilson Drive Suite 206, Mooresville, NC 28117 • United States
15050 Elderberry Lane, Fort Myers, FL 33907 • United States
Fort Myers, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Naples Asset Management Company, Llc | Fort Myers | FL | 01/2008 | Present |
| Naples Wealth Advisors, Llc | Naples | FL | 06/2026 | Present |
1) INSURANCE AGENT. 06/2007 TO PRESENT. INVESTMENT RELATED. DUTIES INCLUDE OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. LESS THAN 10 HOURS PER MONTH SPENT ON THIS ACTIVITY. 2) NAPLES ASSET MANAGEMENT COMPANY, LLC. 01/2008 TO PRESENT. INVESTMENT RELATED. PRESIDENT, DIRECTOR OF ASSET MANAGMENT AND RETIREMENT PLAN SERVICES AND INVESTMENT ADVISER REPRESENTATIVE. ONCE NAPLES WEALTH ADVISORS, LLC'S REGISTRATION IS ACCEPTED BY THE SEC, IT IS EXPECTED THAT BRYAN SMITH'S REGISTRATION WITH NAPLES ASSET MANAGEMENT COMPANY, LLC WILL BE TERMINATED ONCE CLIENTS ARE TRANSITIONED TO NAPLES WEALTH ADVISORS. THE MAJORITY OF TIME IS SPENT ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-04 |
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