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Inactive

Stimson Pryor Schantz

Graham Capital Wealth Management, LLC

Sarasota, FL

Washington, DC

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Current Employers
Graham Capital Wealth Management, Llc

1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • United States

Current Registrations

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

Branch Locations

1991 Ringling Boulevard, Sarasota, FL 34236 • United States

1120 Connecticut Ave. Nw Suite 1021, Washington, DC 20036 • 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
New York Eye And Ear Infirmary New York NY 03/1998 06/2018
Self Employed New York NY 06/2018 06/2019
Retired Sarasota FL 06/2019 04/2024
Graham Capital Wealth Management, Llc Sarasota FL 04/2024 Present
  • 03/1998 → 06/2018
    New York Eye And Ear Infirmary
    New York, NY
  • 06/2018 → 06/2019
    Self Employed
    New York, NY
  • 06/2019 → 04/2024
    Retired
    Sarasota, FL
  • 04/2024 → Present
    Graham Capital Wealth Management, Llc
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26

View on SEC IAPD

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