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Sarasota, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-17 |
| MO | RA | APPROVED | 2024-09-12 |
| KS | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED_RES | 2023-10-27 |
| FL | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Lansing | KS | 12/2005 | 08/2021 |
| Nations Financial Group, Inc | Sarasota | FL | 08/2021 | 10/2023 |
| Lashley Wealth Management Inc. | Sarasota | FL | 09/2023 | Present |
LASHLEY WEALTH MANAGEMENT; IS INVESTMENT RELATED; 1990 MAIN ST., SUITE 750 SARASOTA,FL 34236. DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. STARTED 12/1/2005. APPROX 150 HRS/MONTH ON THIS BUSINESS ALL DURING SECURITY TRADING HOURS. DUTIES ARE TO OFFER INVESTMENT AND ADVISORY SERVICES. Morning Glory Ministries ; Investment related: No; 416 West 12th Street Kansas City Missouri 64105 USA; Morning Glory serves the home-less of Kansas City breakfast Monday through Friday.; Board Member and Volunteer; 2021-12-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Preparing and serving breakfast to the home-less of Kansas City. Meeting with committee members for annual Christmas fund raiser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-10 |
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