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18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-04 |
| FL | RA | APPROVED | 2025-03-17 |
Branch Locations
18501 Murdock Circle, Suite 201, Port Charlotte, FL 33948 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Port Charlotte | FL | 01/2004 | 03/2025 |
| Raymond James Financial Services Advisors, Inc | Port Charlotte | FL | 01/2009 | 03/2025 |
| Amendola Financial Group, Inc. | Port Charlotte | FL | 01/2014 | Present |
| Wealthcare4Widows, Llc | Port Charlotte | FL | 05/2015 | Present |
| Coquina Private Wealth, Llc | Port Charlotte | FL | 07/2021 | Present |
| Coquina Private Wealth Advisors | Port Charlotte | FL | 03/2025 | Present |
(1) Name of Business: Amendola Financial Group, Inc. Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/10/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company/DBA (Owner) (2) Name of Business: JL Properties of Charlotte County, LLC Address: 27420 Egret Place, Punta Gorda, FL, 33983, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 11/04/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC set up for liability mgmt.-3 small industrial buildings we own (outright) & rent to tenants. Accountant handles rent and depreciation of the buildings. Long term tenants(1) Boat repair (2) gate installation (3) Electrical contractor (3) Name of Business: Simplicity Group/SureLC Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948-1067, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/27/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Processing Term Insurance applications and placing policies for clients. (4) Name of Business: Wealthcare4Widows, LLC Address: 18501 Murdock Cir Ste 201, Port Charlotte, FL, 33948, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/21/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Management. Sole Owner. Wealthcare4Widows is the signature brand of our ideal client & financial process unique to widows. The LLC entity owns the Wealthcare4Widows trademark.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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