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12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
Branch Locations
12487 Brantley Commons Court, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evolution Retirement Services | Fort Myers | FL | 10/2019 | Present |
| Evolution Wealth Management | Fort Myers | FL | 07/2026 | Present |
| Potts Sports Cafe | Fort Myers | FL | 02/2019 | 07/2024 |
| Lansdowne Street Bar & Grill | Bonita Springs | FL | 06/2017 | 02/2019 |
| Jacks Seafood Bar & Grill | Naples | FL | 11/2013 | 06/2017 |
Name of the other business: Evolution Retirement Services. Investment-related - Yes. Address: 12487 Brantley Commons Ct., Fort Myers, FL 33907. Nature of the other business: Insurance Sales. Position, title, or relationship with the other business: Insurance Agent. Start date of your relationship: September, 2025 (obtained insurance license). Approximate number of hours/month devoted to the other business: 10. Number of hours devoted to the other business during securities trading hours: 10. Duties relating to the other business: Annuity and Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-01 |
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