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19910 S Tamiami Trail Suite D, Estero, FL 33928 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
19910 S Tamiami Trail Suite D, Estero, FL 33928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruitt Cordell & Associates | Estero | FL | 05/2011 | Present |
| Pruitt Richmond Wealth Management | Estero | FL | 01/2023 | Present |
Full-time CPA for and partner of Pruitt Cordell and Associates. - Non-investment related - 19910 S Tamiami Trail, Suite D, Estero, FL 33928 - Accounting firm that provides personal and business tax services, including tax preparation, payroll, and bookkeeping. - CPA and managing partner - Start date: May 2011 - Hours per month - 160 - Duties - Manages the firm, prepares taxes and business financials Insurance license expired and is inactive. Active dates 12/2/2021 to 8/31/2024 Partner in Pruitt Family Real Estate Holdings LLC - Non-investment related. - 8111 Broadway Ave E, FL 33928 - The business owns the commercial real estate property that will be rented as executive offices. Pruitt Cordell & Associates and Pruitt Richmond Wealth Management will be based out of the property. - Title: Partner - Start date: January 1, 2024 - Hours per month: Less than 4 hours per month - Duties - Manager
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