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871 Venetia Bay Blvd Suite 201, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-28 |
| TN | RA | APPROVED | 2023-05-08 |
| FL | RA | APPROVED | 2023-03-27 |
Branch Locations
871 Venetia Bay Blvd Suite 201, Venice, FL 34285 • United States
Knoxville, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ferris Wheel Finance, Inc. | Venice | FL | 02/2023 | Present |
| Ferris Wheel Finance, Inc. | Venice | FL | 09/2021 | 02/2023 |
| Business Concepts, Inc. | Venice | FL | 09/2017 | 01/2024 |
| The Parrot Patio Bar And Grill | Sarasota | FL | 05/2018 | 08/2020 |
| Duffy'S Sports Bar And Grill | Sarasota | FL | 08/2017 | 04/2018 |
| Harry'S Sports Bar And Grill | Sarasota | FL | 02/2014 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-13 |
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