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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-17 |
| PA | RA | APPROVED | 2025-02-05 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank | Johnstown | PA | 05/2016 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2016 | Present |
| Cetera Investment Advisers Llc | Johnstown | PA | 05/2024 | Present |
| Capital Wealth Advisors, Llc | Naples | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-27 |
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