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8870 Daniels Parkway, Fort Myers, FL 33912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dardens Restuarant | Orlando | FL | 06/2012 | 12/2016 |
| The Four Seasons | Miami | FL | 01/2017 | 01/2018 |
| Seasons 52 | Naples | FL | 01/2018 | 07/2021 |
| Campana Hospitality Group | Naples | FL | 10/2021 | 03/2026 |
| Pfs Investments Inc | Duluth | GA | 09/2021 | 12/2025 |
| Advantage Wealth Partners | Fort Myers | FL | 03/2026 | Present |
| The Bay House | Naples | FL | 09/2024 | 03/2025 |
| Nosh On The Bay | Naples | FL | 06/2025 | 10/2025 |
| National Benefit Legacy Dba Advantage Retirement Group | Fort Myers | FL | 03/2026 | Present |
Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-22 |
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