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Jeffrey Michael Galati

Cwa Asset Management Group

Naples, FL

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Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-02-13
  • FL RA
    APPROVED
    Since 2018-02-13

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriplanning And Investments Llc Naples FL 07/2016 01/2018
Capital Wealth Advisors Naples FL 01/2018 Present
  • 07/2016 → 01/2018
    Ameriplanning And Investments Llc
    Naples, FL
  • 01/2018 → Present
    Capital Wealth Advisors
    Naples, FL
Previous Registrations
  • 2016-12-13 → 2018-01-31
    Ameriplanning And Investments Llc
    Naples, FL
Other Businesses

NAME OF OTHER BUSINESS: Eyes On It Home Watch LLC; INVESTMENT RELATED?: No; ADDRESS OF OTHER BUSINESS: 2280 14th St N Naples FL 34103; NATURE OF OTHER BUSINESS: Home Security Company; POSITION: Owner/Manager; RELATIONSHIP WITH OTHER BUSINESS: None; START DATE: 07/06/2021; NUMBER OF HOURS/MONTH YOU DEVOTE TO OTHER BUSINESS: 3 Hours; DUTIES RELATED TO OTHER BUSINESS: providing capital to launch the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-15
  • S65 Uniform Investment Adviser Law Examination
    2016-11-15
Designations

View on SEC IAPD

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