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8880 Tamiami Trail North, Naples, FL 34108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacrest County Day School | Naples | FL | 05/2012 | 05/2018 |
| University Of Virginia | Charlottesville | VA | 08/2018 | 12/2019 |
| University Of Alabama | Tuscaloosa | AL | 01/2020 | 04/2022 |
| The High Net Worth Advisory Group, Llc | Naples | FL | 05/2022 | Present |
| Grand Cru Concierge Llc | Naples | FL | 01/2024 | Present |
1.) Independent Insurance Agent; Investment Related; Naples, FL; Start Date 08/2022; Approx. 10 hours/month during securities trading hours 2.) Grand Cru Concierge LLC; Not Investment Related; Naples, FL, Concierge Wine Broker; CEO, Start Date 01/2024; 20 hours/month with 0 during securities trading hours; Help people find and secure fine wines.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-12 |
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