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7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
Branch Locations
7301 Merchant Court Suite A, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 12/2016 | 06/2024 |
| At&T | Baton Rouge | LA | 10/2010 | 12/2016 |
| Cwa | Baton Rouge | LA | 01/2015 | 12/2016 |
| Centerpoint Industries | Jacksonville | FL | 01/2009 | 12/2016 |
| Columbia Southern University | Baton Rouge | LA | 09/2012 | 12/2016 |
| Base Wealth Management | Lakewood Ranch | FL | 07/2024 | Present |
Org Name: Boardwalk Trust Co| Org Address: 100 Executive Way Suite 112 Ponte Verda Beach, FL 32082| Nature of Bus: Estate Planning Business | Invst Rel: Y | Title: Co-Owner and CEO | Duties: Assists clients with estate-planning needs; coordinates with CPAs and attorneys on complex cases; operates in a trust-director capacity. | Start Dt:09/01/2025 | Total Hrs: Less than 20% of time | Sec Trading Hrs p/m:0| Part owner of Turtle Shell Company AMI LLC.| Nature of business: Commercial Real Estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-17 |
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