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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-17 |
Branch Locations
Wesley Chapel, FL • United States
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Gulf Coast University | Estero | FL | 09/2014 | 12/2017 |
| Naples Global Advisors Llc | Naples | FL | 01/2018 | 08/2021 |
| Lee Health | Fort Myers | FL | 08/2010 | 10/2017 |
| Summit Wealth Partners, Llc | Orlando | FL | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-26 |
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