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1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-16 |
Branch Locations
1 South School Avenue Suite 900, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Sarasota | FL | 06/2024 | 04/2025 |
| Atlas Fiduciary Financial | Sarasota | FL | 11/2022 | 06/2024 |
| Bu Financial Planning Certificate Program (Online) | Bradenton | FL | 11/2021 | 11/2022 |
| Ht Hong Kong | Hong Kong | 03/2017 | 11/2021 | |
| Delphi, Inc. | Troy | MI | 11/2012 | 03/2017 |
| Cumberland Advisors | Sarasota | FL | 06/2025 | Present |
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