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Andrew Joseph Krone

Naples Wealth Planning

Bonita Springs, FL

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Current Employers
Naples Wealth Planning

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pinnacle Advisory Group, Inc. Columbia MD 09/2008 08/2019
Capitalrock Financial Llc Naples FL 09/2019 10/2020
Laidlaw Wealth Management Dba Naples Wealth Planning Naples FL 10/2020 07/2023
Imprint Wealth Llc Dba Naples Wealth Planning Naples FL 07/2023 Present
  • 09/2008 → 08/2019
    Pinnacle Advisory Group, Inc.
    Columbia, MD
  • 09/2019 → 10/2020
    Capitalrock Financial Llc
    Naples, FL
  • 10/2020 → 07/2023
    Laidlaw Wealth Management Dba Naples Wealth Planning
    Naples, FL
  • 07/2023 → Present
    Imprint Wealth Llc Dba Naples Wealth Planning
    Naples, FL
Previous Registrations
  • 2024-07-16 → 2024-09-30
    Imprint Wealth Llc
    Naples, FL
    Mount Pleasant, SC
  • 2023-07-28 → 2024-06-17
    Imprint Wealth Llc
    Naples, FL
    Mount Pleasant, SC
  • 2020-10-23 → 2023-08-04
    Laidlaw Wealth Management Llc
    Naples, FL
  • 2019-10-02 → 2020-12-31
    Capitalrock Financial, Llc
    Naples, FL
  • 2009-12-04 → 2019-09-04
    Pinnacle Advisory Group, Inc.
  • 2005-11-14 → 2009-10-13
    West Financial Services, Inc.
    Mclean, VA
  • 2003-01-08 → 2005-11-14
    West Financial Services Inc
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-08
S63 Uniform Securities Agent State Law Examination 1999-01-19
  • S65 Uniform Investment Adviser Law Examination
    1999-06-08
  • S63 Uniform Securities Agent State Law Examination
    1999-01-19
Other Names
  • Andy Krone

View on SEC IAPD

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Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL

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