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1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-12 |
| TX | RA | APPROVED_RES | 2018-10-25 |
| MO | RA | APPROVED | 2014-08-11 |
Branch Locations
Three City Dr Suite 590, Creve Coeur, MO 63141 • United States
5551 Ridgewood Drive Suite 101, Naples, FL 34108 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Creve Coeur | MO | 11/2003 | 06/2018 |
| Four Seasons Wealth Management | Naples | FL | 11/2003 | Present |
| Rfg Advisory | Naples | FL | 08/2014 | Present |
| Private Client Services | Naples | FL | 06/2018 | Present |
1) 11/20/2003. FOUR SEASONS WEALTH MANAGEMENT, LLC. 5551 RIDGEWOOD DR, SUITE 101, NAPLES, FL 34108. DBA FOR PCS BUSINESS. REGISTERED REPRESENTATIVE. 160 HOURS/MO; 7/DAY DURING TRADING HOURS. 2) 08/01/2014. RFG ADVISORY. 5551 RIDGEWOOD DR, SUITE 101, NAPLES, FL 34108. ADVISORY ACTIVITIES. IAR. 200 HOURS/MO; 160 DURING TRADING HOURS. 3) 11/25/2003. WEDEL & ASSCIATES FINANCIAL SERVICES. PERSONAL LLC FOR TAX PURPOSED. OWNER. 200 HOURS/MO; 160 DURING TRADING HOURS. 4) 11/25/2003. WEDEL AND ASSOCIATES FINANCIAL SERVICES. PERSONAL LLC FOR TAX PURPOSES. OWNER. 200 HOURS/MO; 160 DURING TRADING HOURS. 5) NAPLES AILING AND YACHT CLUB. SOCIAL YACHTING CLUB. BOARD OF DIRECTORS MEMBER, CO-CHAIR OF LONG-RANGE PLANNING. 2 HRS/MO; 0 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1983-12-27 |
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