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3277 Fruitville Road Building E, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-28 |
Branch Locations
3277 Fruitville Road Building E, Sarasota, FL 34237 • United States
3277 Fruitville Road Building E, Sarasota, FL 34237 • 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 |
|---|---|---|---|---|
| University Of Central Florida | Orlando | FL | 04/2016 | 12/2016 |
| Lynn University & University Of Central Florida | Orlando | FL | 09/2011 | 12/2016 |
| Rudd Asset Management | Sarasota | FL | 01/2017 | 03/2017 |
| Rudd Asset Management | Sarasota | FL | 03/2017 | 12/2018 |
| Rudd Asset Management | Sarasota | FL | 12/2018 | 09/2020 |
| Raymond James & Associates, Inc | Sarasota | FL | 09/2020 | 01/2023 |
| Walters Strategic Advisors, Llc | Bradenton | FL | 04/2023 | Present |
2/13/2025 - E Sligh LLC, Investment related, 4030 Henderson Blvd Suite 357, Tampa FL 33629, Real estate investment, Partner, 30 minutes once/month, Own investment units.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-17 |
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