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310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-08 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
310 W. Venice Avenue Suite 201, Venice, FL 34285 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Venice | FL | 07/2016 | 01/2020 |
| Fourthought Private Wealth | Venice | FL | 01/2020 | Present |
| Fourthought Financial Partners, Llc | Venice | FL | 11/2022 | Present |
SARASOTA COUNTY FL SCHOOL BOARD; INV RELATED; SARASOTA, FL; FINANCIAL ADVISORY COMMITTEE MEMBER; START DATE 4/2017; 4 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: PROVIDE CITIZENS' OVERSIGHT OF THE DISTRICT'S USE OF OPERATING FUNDS, PROVIDE OVERSIGHT FOR THE USE OF CAPITAL FUNDING GENERATED BY THE DISTRICT'S SHARE OF A ONE-PERCENT COUNTY SALES TAX AND REVIEWING ISSUES. PINKERTON WEALTH MANAGEMENT GROUP, INV. RELATED, VENICE, FL. 100% OWNERSHIP, START: 1987, 241 HOURS/MONTH, 241 HOURS DURING TRADING, FINET PRACTICE. RIA ENTITY - FOURTHOUGHT FINANCIAL LLC, INVT RELATED, VENICA, FL, 80% OWNERSHIP, START DATE 9/16/2019, 18 HRS PER MONTH, 1 HR DURING TRADING, MANAGING PARTNER, INVESTMENT ADVISOR. Slipstream Families LLC, 100% ownership, managing member, no compensation yet, book sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-30 |
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