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10100 W. Sample Road Suite 300, Coral Springs, FL 33065 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-30 |
| FL | RA | APPROVED | 2013-05-03 |
Branch Locations
1415 Panther Lane Suite 356, Naples, FL 34109 • United States
10100 W. Sample Road Suite 300, Coral Springs, FL 33065 • 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 |
|---|---|---|---|---|
| Personal Financial Profiles Inc | Naples | FL | 04/2013 | 04/2018 |
| Apw Capital, Inc Fka Comprehensive Asset Management & Servicing | Naples | FL | 01/2014 | Present |
| Personal Financial Profiles Inc | Naples | FL | 04/2018 | Present |
1. ELM44 FINANCIAL GROUP, LLC; NON-INVESTMENT RELATED; 1415 PANTHER LANE SUITE 356 NAPLES FL 34109;INSURANCE SALES/OWNER; 10 HOURS PER WEEK; STARTED 04/2013 2. PERSONAL FINANCIAL PROFILES, INC.; INVESTMENT RELATED; 2801 UNIVERSITY DRIVE SUITE 201B CORAL SPRINGS FL 33065; REGISTERED INVESTMENT ADV/MONEY MANAGEMENT; PRESIDENT/CCO (SINCE 04/2018); STARTED 04/2013; 40 HOURS PER WEEK 3. APW CAPITAL, INC FKA COMPREHENSIVE ASSET MANAGEMENT & SERVICING, INC.; INVESTMENT RELATED; NAPLES, FL; REG REP; 01/2014; 2% OF HIS TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-15 |
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