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221 South Collier Blvd. Suite 202, Marco Island, FL 34145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-23 |
| TX | RA | APPROVED | 2026-06-25 |
Branch Locations
221 South Collier Blvd. Suite 202, Marco Island, FL 34145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vere Asset Management | Houston | TX | 08/2013 | 10/2024 |
| Ax House, Llc | Tampa | FL | 05/2017 | Present |
| Global Investment Advisory Llc | Mcdonough | GA | 10/2024 | 06/2026 |
| Anchor & Oak Wealth Advisors, Llc | Marco Island | FL | 06/2026 | Present |
1. Ax House, LLC,not related to finance or investing, its an entertainment company. He will be working on it after hours in the evening and weekends. about 20 hours per week. 2. Camalu Capital, LLC; not investment-related; 3614 S Sterling Ave, Tampa, FL 33629; 02/2024; Consulting business; 0 hrs devoted per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-04 |
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