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8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
Branch Locations
8889 Pelican Bay Blvd. Suite 500, Naples, FL 34108-7512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Capital Management, Llc | Naples | FL | 12/2023 | Present |
| Carnes Capital Corporation | Naples | FL | 12/2023 | Present |
| National Christian Foundation Of South Florida | Ft. Lauderdale | FL | 09/2022 | 12/2023 |
| Chik-Fil-A Franchises | Delafield, Wi & Naples, Fl | FL | 02/2020 | 06/2022 |
| Hudson Business Lounge | Milwaukee | WI | 11/2015 | 02/2020 |
| Agricycle | Milwaukee | WI | 09/2017 | 12/2019 |
| Mission Of Hope Haiti | Milwaukee | WI | 02/2018 | 11/2018 |
I am a member in Rock River Partners, LLC which is an entity established in June 2024. The purpose of the entity is to receive contractual finder's fee payments related to introductions made between a commodity (sugar) supplier and a customer. The business is not investment related. The address of the business is 1415 Panther Lane #432, Naples, FL 34109. I spend approximately 3 to 5 hours per month devoted to this business generally not during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-11 |
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