Bryan Keefe Fiore

Current Employers

Employment History

• 10/1996 → 10/2019
  Scottrade, Inc.
  Ft. Myers, FL
• 02/2018 → 10/2019
  Td Ameritrade, Inc.
  Ft. Myers, FL
• 02/2018 → 10/2019
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 11/2019 → 10/2021
  Annex Wealth Mangement
  4851 Tamiami Trl N Ste 200, FL
• 11/2021 → Present
  Raymond James Financial Services
  Fort Myers, FL
• 11/2021 → 06/2023
  Uhler And Vertich Financial Planners, Llc
  Fort Myers, FL
• 05/2023 → 07/2026
  Lee County Strikers Youth Soccer Club
  Fort Myers, FL
• 04/2023 → Present
  Uhler Vertich White Advisors, Llc
  Fort Myers, FL
• 04/2023 → Present
  Uhler Vertich White Advisors
  Fort Myers, FL
• 06/2023 → Present
  Uhler Vertich White Advisors
  Fort Myers, FL
• 05/2025 → 07/2026
  West Pasco Youth Soccer Association, Inc
  Fort Myers, FL

Previous Registrations

• 2019-12-11 → 2021-10-26
  Annex Wealth Management, Llc
  Brookfield, WI
  Naples, FL
• 2018-02-28 → 2019-11-06
  Td Ameritrade, Inc.
  Ft. Myers, FL
• 2018-02-26 → 2019-11-06
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Ft. Myers, FL
• 2017-02-27 → 2018-02-26
  Scottrade Investment Management
  Ft. Myers, FL

Other Businesses

(1) Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd, Ste103, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: COO / CCO / Financial Advisor (2) Name of Business: Uhler Vertich White Advisors, LLC Address: 1510 Royal Palm Sq Blvd Ste103, Fort Myers, FL, 33919-1068, United States Activity Type: Independent RIA Position/Title: Other, Advisor Investment Related: Yes Start Date: 04/18/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: RIA COO, CCO and Financial 4Advisor

Exams

• S66 Uniform Combined State Law Examination
  2017-02-16
• S63 Uniform Securities Agent State Law Examination
  1995-07-10

Other Names

• Bryan K Fiore
• Bryan Fiore