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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-28 |
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
26811 S Bay Drive Suite 350 Fl 3, Bonita Springs , FL 34134 • 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 |
|---|---|---|---|---|
| Robert W Baird & Co | Naples | FL | 08/2011 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Naples | FL | 03/2021 | 04/2026 |
| Wells Fargo Advisors Financial Network, Llc | Naples | FL | 04/2026 | Present |
TEAMMAC00 REALTY, LLC; NOT INVESTMENT RELATED; NAPLES,FL; 90% OWNERSHIP; START DATE 06/29/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; VACANT LAND TO BE DEVELOPED. TEAMMAC LLC; INV RELATED; NAPLES, FL; 100% OWNERSHIP; START 03/01/2023; 0 HOURS PER MONTH; 1 HOUR DURING TRADING; FINET TRANSITION. | THE METROPOLITAN GROUP WEALTH ADVISORS; INV RELATED; BONITA SPRINGS, FL; 100% OWNERSHIP; 05/2025; 60 HOURS PER MONTH; 60 HOURS DURING TRADING; FINET PRACTICE TMG GROUP MANAGEMENT LLC ; INV RELATED;BONITA SPRINGS,FL; FINET ;100% OWNERSHIP; START DATE: 04/09/2026; 40 HRS PER MONTH; 40 HRS DURING TRADING; CML FAMILY INC; INV RELATED;CARLSBAD,CA; S CORP FOR TAX;100% OWNERSHIP; START DATE: 03/05/2018; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-13 |
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