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999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weatherstone Capital Management | Denver | CO | 05/2013 | 07/2017 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 08/2017 | 05/2021 |
| Toews Corporation | Northfield | NJ | 07/2017 | 05/2021 |
| Wright Fund Management, Llc | Santa Monica | CA | 06/2021 | 12/2023 |
| Northern Lights Distributors, Llc | Elkhorn | NE | 06/2021 | 12/2023 |
| 3Edge Asset Management, Lp | Naples | FL | 01/2024 | Present |
| Vigilant Distributors, Llc | Chadds Ford | PA | 10/2024 | Present |
Solve It Bracket Apps, LLC; Designing and creating phone based apps, not investment related; 7510 Indian Wells Pl, Lone Tree, CO 80124; Founder; Date started: August 15th, 2025; 2 hours a week working on it; Zero hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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