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1621 Central Ave, Cheyenne, WY 82001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2026-04-13 |
| OR | RA | APPROVED | 2026-04-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Naples Asset Management Company Llc | Naples | FL | 01/2004 | 06/2026 |
| Royal Shell Real Estate | Fort Myers | FL | 01/2002 | Present |
| Msc-Bd Llc | Lake Oswego | OR | 07/2006 | Present |
| Dst Investments, Llc | Naples | FL | 12/2019 | 06/2021 |
| First Oregon Llc | Lake Oswego | OR | 10/2022 | Present |
| Fiduciary Capital Management Llc | Cheyenne | WY | 12/2025 | Present |
- ARBITRATOR: FINRA DISPUTE REGULATION. NON-INVESTMENT RELATED. 5 HOURS PER MONTH. 2002 TO PRESENT - FIRST OREGON LLC: MANAGER, 5 HOURS PER MONTH. 2022 TO PRESENT. PRIVATE FUND DATA REPORTING, NON-INVESTMENT RELATED. COMPANY HAS ONE DATA SERVICE, WEBSITES WWW.MYALTSDATA.COM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-05 |
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