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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Gulf Coast University | Estero | FL | 08/2023 | 05/2026 |
| Cwa Asset Management Group, Llc | Naples | FL | 06/2026 | Present |
| Gulf Coast High School | Naples | FL | 08/2019 | 05/2023 |
| Unemployed | Naples | FL | 06/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-24 |
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