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6208 Whiskey Creek Drive, Fort Myers, FL 33919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-21 |
Branch Locations
6208 Whiskey Creek Drive, Fort Myers, FL 33919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildcat Run Country Club | Estero | FL | 10/2022 | 02/2023 |
| Full Time Education Bishop Verot High School | Fort Myers | FL | 08/2015 | 05/2019 |
| Full Time Education University Of Central Florida | Oviedo | FL | 05/2019 | 05/2022 |
| Full Time Student Florida Gulf Coast University | Fort Myers | FL | 05/2022 | 08/2023 |
| Marquis Wealth Management | Fort Myers | FL | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-07 |
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