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8870 Daniels Parkway, Fort Myers, FL 33912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macke Financial Advisory Group | Fort Myers | FL | 11/2017 | 03/2020 |
| Palm Beach Atlantic University | West Palm Beach | FL | 08/2013 | 05/2017 |
| Raymond James Financial Services, Inc. | Fort Myers | FL | 01/2020 | 12/2021 |
| Raymond James Financial Services Advisors, Inc. | Fort Myers | FL | 01/2021 | 12/2021 |
| Wells Fargo Advisors Financial Network, Llc | Fort Myers | FL | 12/2021 | 05/2024 |
| Tounijan Advisory Partners, Llc Dba Advantage Retirement Group | Fort Myers | FL | 05/2024 | 06/2024 |
| Macke Financial | Fort Myers | FL | 06/2016 | 10/2019 |
| Wells Fargo Advisors | Fort Myers | FL | 12/2021 | 05/2024 |
| Tounijan Advisory Partners, Llc Dba Advantage Retirement Group | Fort Myers | FL | 06/2024 | 09/2024 |
| National Benefit Legacy Dba Advantage Retirement Group | Fort Myers | FL | 05/2024 | Present |
| National Benefit Legacy Dba Advantage Retirement Group | Fort Myers | FL | 05/2024 | 06/2024 |
| Tounjian Advisory Partners, Llc Dba Advantage Retirement Group | Fort Myers | FL | 09/2024 | Present |
1) Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-14 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-04 |
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