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Current Employers
Advanced Wealth Management

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jmx Brands Sarasota FL 06/2019 02/2022
Glenridge On Palmer Ranch Sarasota FL 08/2018 Present
Joe H Tanner Baseball Products Sarasota FL 06/2018 10/2019
Sunnyside Retirement Village Sarasota FL 11/2014 08/2017
Advanced Wealth Management Nokomis FL 02/2022 Present
College Sarasota FL 08/2015 07/2020
  • 06/2019 → 02/2022
    Jmx Brands
    Sarasota, FL
  • 08/2018 → Present
    Glenridge On Palmer Ranch
    Sarasota, FL
  • 06/2018 → 10/2019
    Joe H Tanner Baseball Products
    Sarasota, FL
  • 11/2014 → 08/2017
    Sunnyside Retirement Village
    Sarasota, FL
  • 02/2022 → Present
    Nokomis, FL
  • 08/2015 → 07/2020
    College
    Sarasota, FL
Other Businesses

MAZ Group LLC Not investment related 2484 Cover Ln, North Port FL 34286 E-Commerce Owner Owner 7/30/2021 0 0 Owner, planned on setting up an e-commerce site as a side gig but never got up and running.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29

View on SEC IAPD

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