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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-02-25 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coyle Financial Counsel | Naples | FL | 07/2016 | 03/2018 |
| Wells Fargo Advisors | Naples | FL | 04/2018 | 11/2018 |
| Capital Wealth Advisors | Naples | FL | 12/2018 | Present |
| T2 Aquatics | Naples | FL | 07/2018 | Present |
| Swimswam Magazine | Austin | TX | 01/2016 | 05/2017 |
Commercial Window Coverings LLC; Investment Related: No; Address: 3003 Tamiami Trail N, 3rd Floor, Naples, FL, 34103; Nature of the business: Commercial shades and window coverings; Position: Co-owner; Title: Co-owner; Start Date: 9/1/2025; Approx. number of hours/month: 1; Number of hours during securities trading hours: 0; Description of duties: Co-owner of limited liability company uninvolved in day-to-day business of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-21 |
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