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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-24 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Management Services, Inc. | Manchester | MO | 01/2014 | Present |
Chief Operating Officer and minority owner of Lancia Technologies, Inc., doing business as "Lancia Innovations", a holding company located at 30700 Russell Ranch Road, Suite 250, Westlake Village, CA, since October 1, 2017. Duties include soliciting advisors and raising capital for a private placement, Lancia Security Aggregators, LLC, which was organized by the holding company. These duties represent approximately 10 hours per week outside of regular trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
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