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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-10 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Melville | NY | 01/1999 | 06/2018 |
| Cwa Asset Management | Naples | FL | 08/2018 | Present |
Name: Frederick Dean Advisory Group; Investment Related: No; Business Address: 780 5th Ave S, Suite 200 Naples, FL 34102; Nature of the other business: Boutique firm specializing in comprehensive life continuity and exposure management for individuals and families. Provides security advice and advises of hidden physical and technical risks that people may encounter.; Position: Compensated employee; Title: Senior Advisor and Strategist; Start Date: June 16, 2025; Approx. hrs/mo: 15 Number of hours during securities trading hours: 0; Duties: Reviewing risk profiles, advising and providing hiring and marketing strategies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-07 |
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