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8880 Tamiami Trail North, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2020-10-05 |
| TX | RA | APPROVED | 2020-10-05 |
| FL | RA | APPROVED | 2020-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Naples | FL | 07/2003 | 10/2020 |
| The High Net Worth Advisory Group, Llc | Naples | FL | 07/2020 | Present |
1) Self Employed Florida Insurance Agent, investment related, Naples, FL, Start Date 05/1996, approximately 1-5 hours per month with all hours during securities trading hours, licensed in Life/Health/Annuities 2) J3 Ventures LLC; Investment Related; Sag Harbor, New Jersey; Commercial Real Estate; Partner; Start Date 02/22/2022; Approximately 1 hours/month devoted to this business with 0 hours devoted during securities trading hours; Commercial Storage Facility
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
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