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300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-08-17 |
| TX | RA | APPROVED | 2020-06-16 |
Branch Locations
300 1St Avenue South, 3Rd Floor, St. Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Wealth Planning Llc | Naples | FL | 05/2017 | 08/2017 |
| Unemployed | Hagen | 12/2016 | 05/2017 | |
| Phoenix Hagen | Hagen | 08/2015 | 11/2016 | |
| Ubs Financial Services Inc | Wilmington | FL | 10/2017 | 06/2020 |
| Purshe Kaplan Sterling Investments, Inc. | St. Petersburg | FL | 06/2020 | 01/2022 |
| Cyndeo Wealth Partners | St. Petersburg | FL | 06/2020 | Present |
06/2020 Independent Licensed insurance Agent; Investment Related; St. Petersburg, FL; Life Insurance, Health & Annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-17 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-09 |
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