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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 |
|---|---|---|---|---|
| Cwa Asset Management Group, Llc | Naples | FL | 02/2026 | Present |
| Northwestern Mutual | Naples | FL | 08/2024 | 11/2024 |
| Unemployed | Naples | FL | 01/2026 | 02/2026 |
| Violi | Naples | FL | 11/2025 | 12/2025 |
| Cwa Asset Management Group, Llc | Naples | FL | 07/2025 | 11/2025 |
| Windsor Office Suites | Naples | FL | 01/2025 | 07/2025 |
| Fire House Subs | Naples | FL | 10/2024 | 12/2024 |
| Jersey Mike's | Naples | FL | 02/2024 | 07/2024 |
| Patinella's Chicken Grill | Naples | FL | 05/2023 | 07/2023 |
| Tuscaloosa Drug Company 5 Points | Tuscaloosa | AL | 09/2022 | 01/2023 |
| University Of Alabama | Tuscaloosa | AL | 08/2022 | 12/2023 |
| Northern Jet Management | Naples | FL | 11/2021 | 05/2022 |
| Pdq | Naples | FL | 08/2021 | 05/2022 |
| Royal Scoop | Naples | FL | 12/2019 | 04/2020 |
| All Island Water Sports | Naples | FL | 06/2019 | 08/2021 |
| Barron Collier High School | Naples | FL | 08/2018 | 05/2022 |
| Pine Ridge Middle School | Naples | FL | 08/2016 | 05/2018 |
| Four Seasons Wealth Management | Naples | FL | 06/2023 | 08/2023 |
| Florida Gulf Coast University | Fort Myers | FL | 01/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-27 |
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