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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| NE | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-09-12 |
| MO | RA | APPROVED | 2024-05-06 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenbrae | CA | 03/2014 | 11/2016 |
| Wells Fargo Bank Na | Tiburon | CA | 12/2014 | 12/2016 |
| Td Ameritrade | San Diego | CA | 12/2016 | 02/2020 |
| Fidelity Brokerage Services Llc | San Diego | CA | 04/2020 | 09/2022 |
| Starkel Wealth Advisors Llc | Springfield | MO | 04/2023 | Present |
| Unemployed | San Diego | CA | 09/2022 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-13 |
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