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1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
Branch Locations
1997 Annapolis Exchange Parkway Suite 300, Annapolis, MD 21401 • United States
Winter Haven, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mdrn Capital Llc | Winter Haven | FL | 07/2025 | Present |
| Aventail Wealth Management | Winter Haven | FL | 03/2016 | 07/2025 |
1) MDRN Insurance LLC; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Lake Wales History Museum; Not investment-related; 325 S Scenic HWY, Winter Haven, FL 33853; Charitable Organization; Fundraising Chair; Provide events and support to the local community of Lake Wales; Less than 5% of time during the month. 3) Winter Haven Main Street; Not investment-related; 327 W Central Ave, Winter Haven, FL. 33880; Charitable Organization; Board Member; Supports the economical and local community of Winter Haven. Hosts multiple events throughout the year to drive business to the city; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-03 |
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