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Francis Paul Ragonese

Pelican Wealth Advisors, LLC

Bonita Springs, FL

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Current Employers
Pelican Wealth Advisors, Llc

27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2010-08-26
  • FL RA
    APPROVED
    Since 2010-08-26

Branch Locations

27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134 • 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
Pelican Wealth Advisors, Llc Estero FL 04/2010 Present
Pelican Financial Group, Inc. Estero NJ 04/2008 Present
Jouful Health & Wealth, Llc Bonita Springs FL 02/2014 Present
  • 04/2010 → Present
    Pelican Wealth Advisors, Llc
    Estero, FL
  • 04/2008 → Present
    Pelican Financial Group, Inc.
    Estero, NJ
  • 02/2014 → Present
    Jouful Health & Wealth, Llc
    Bonita Springs, FL
Other Businesses

PELICAN FINANCIAL GROUP, INC.; INVESTMENT-RELATED; ESTERO, FL; INSURANCE SERVICES; PRESIDENT; 12/2002; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-02-01
  • S65 Uniform Investment Adviser Law Examination
    2010-02-01
Other Names
  • Frank Ragonese

View on SEC IAPD

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Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL
ONEDIGITAL · Bonita Springs, FL

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