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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
Branch Locations
50 Central Avenue Suite 930, Sarasota, FL 34236 • United States
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alpharetta | GA | 02/2017 | 05/2019 |
| Quality Wine And Spirits | Atlanta | GA | 01/2016 | 02/2017 |
| Bank Of America, N.A. | Alpharetta | GA | 08/2017 | 05/2019 |
| Sabbatical | Atlanta | GA | 05/2019 | 10/2019 |
| Aquantus Llc | Atlanta | GA | 10/2019 | 03/2021 |
| Vinovino Llc | Sarasota | FL | 08/2020 | 04/2024 |
| Suncoast Wine Cellars Llc | Sarasota | FL | 06/2022 | 04/2025 |
| Hightower Advisors, Llc | Sarasota | FL | 04/2025 | Present |
Bespoke Wine Cellars FL; Investment Related - No, Sarasota, FL; Custom Wine Cellars; Owner; 2 hours/month with 0 hours/month during securities trading hours; Custom wine cellar company currently working to transition to new owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S66 | Uniform Combined State Law Examination | 2017-06-16 |
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