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1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-29 |
Branch Locations
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ft. Myers | FL | 05/2026 | Present |
| Uhler Vertich White Advisors | Ft. Myers | FL | 05/2026 | Present |
| Robert W Baird & Co | Milwaukee | WI | 09/2014 | 08/2023 |
| Landaas & Company | Milwaukee | WI | 08/2023 | 02/2026 |
| Morgan Stanley | Naples | FL | 03/2026 | 04/2026 |
(1) Name of Business: Uhler Vertich White Advisors Address: 1510 Royal Palm Square Blvd Ste 103, Fort Myers, FL, 33919-1068, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 05/2026 Hours per month devoted to this business: 160+ Hours per month devoted to this business during trading hours: 30 Description of duties: Support Staff (2.) Name of Business: Raymond James Financial Services, Inc. Address: 1510 Royal Palm Square Blvd Ste 103, Fort Myers, FL, 33919-1068 United States; Broker Dealer Firm; Job Title: Registered Representative; Investment Related: Yes Start Date: 05/2026 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 30
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-21 |
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