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1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED_RES | 2013-06-25 |
Branch Locations
1510 Royal Palm Square Boulevard Suite 103, Fort Myers, FL 33919-1068 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fort Myers | FL | 10/1990 | Present |
| Uhler And Vertich Financial Planners, Llc | Fort Myers | FL | 03/2004 | 03/2024 |
| Uhler Vertich White Advisors, Llc | Fort Myers | FL | 07/2023 | Present |
(1) Name of Business: Florida Cancer Specialists Foundation Address: 5985 Silver Falls Run, Suite 210, Sarasota, FL, 34211, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non-check-signing, non-fundraising board treasurer (2) Name of Business: Uhler Vertich White Advisors, LLC Address: 1510 Royal Palm Sq Blvd Ste 103, Fort Myers, FL, 33919, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2004 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Co-Owner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1979-11-16 |
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