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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-29 |
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 |
|---|---|---|---|---|
| Cwa Asset Management Group, Llc | Naples | FL | 06/2024 | Present |
| Deromo's Restaurant | Bonita Springs | FL | 10/2022 | 08/2024 |
| Student | Ft. Myers | FL | 01/2019 | 05/2024 |
| Lincoln Hills Golf Club | Lincoln | CA | 06/2018 | 12/2018 |
| Kfc | Lincoln | CA | 08/2016 | 04/2018 |
| Lincoln High School | Lincoln | CA | 07/2014 | 06/2018 |
| Naples Flatbread Kitchen & Bar | Estero | FL | 03/2025 | Present |
Works as a server at Naples Flatbread Kitchen & Bar in Estero, FL. This is not an investment-related business. The nature of the business is restaurant and dining services. Address: 10801 Corkscrew Rd. Suite 520, Estero FL 33928 Position: Server Start Date: March 22, 2025 Approximate hours/month devoted to other business: 56 Number of hours devoted during securities trading hours: 0 Brief description of duties: Serving and taking care of customers of the restaurant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-25 |
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