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Inactive

Katherine Lauer

The High Net Worth Advisory Group, LLC

Naples, FL

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Current Employers
The High Net Worth Advisory Group, Llc

8880 Tamiami Trail North, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-06
  • FL RA
    APPROVED
    Since 2023-06-06

Branch Locations

8880 Tamiami Trail North, Naples, FL 34108 • 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
The High Net Worth Advisory Group, Llc Naples FL 06/2022 Present
Winn Dixie Naples FL 01/2016 11/2016
The Ritz Carlton Naples FL 12/2016 12/2017
The Ritz Carlton Naples FL 01/2018 09/2018
Seaglass At Bonita Bay Bonita Springs FL 01/2020 06/2021
Greater Naples Chamber Of Commerce Naples FL 01/2021 05/2021
The High Net Worth Advisory Group, Llc Naples FL 07/2021 06/2022
Florida Gulf Coast University Ft. Myers FL 08/2016 05/2021
  • 06/2022 → Present
    The High Net Worth Advisory Group, Llc
    Naples, FL
  • 01/2016 → 11/2016
    Winn Dixie
    Naples, FL
  • 12/2016 → 12/2017
    The Ritz Carlton
    Naples, FL
  • 01/2018 → 09/2018
    The Ritz Carlton
    Naples, FL
  • 01/2020 → 06/2021
    Seaglass At Bonita Bay
    Bonita Springs, FL
  • 01/2021 → 05/2021
    Greater Naples Chamber Of Commerce
    Naples, FL
  • 07/2021 → 06/2022
    The High Net Worth Advisory Group, Llc
    Naples, FL
  • 08/2016 → 05/2021
    Florida Gulf Coast University
    Ft. Myers, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-26
  • S65 Uniform Investment Adviser Law Examination
    2023-05-26

View on SEC IAPD

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MIGUEL ALEJANDRO ALVAREZ
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Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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