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534 South Pineapple Avenue, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-17 |
Branch Locations
534 South Pineapple Avenue, Sarasota, FL 34236 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Platinum Planning, Inc. | Sarasota | FL | 01/2012 | Present |
INSURANCE SALES, AGENT, STARTED 1/12/1987, 40 HRS PER MONTH, ALL DURING TRADING HOURS, SELLING INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-03 |
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
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