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130 Springside Drive Suite 300, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-10-28 |
| NC | RA | APPROVED | 2022-03-07 |
| FL | RA | APPROVED | 2021-02-17 |
Branch Locations
1980 N. Atlantic Ave. Ste. 514, Cocoa Beach, FL 32931 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Wealth Transfer Group, Inc. | Cocoa Beach | FL | 10/1983 | Present |
1) The Wealth Transfer Group, Inc. is sometimes paid for GRAT administration, Split Dollar administration, Estate Planning design and consultation. I am also engaged by attorneys from time to time to advise them and their clients on split dollar design. I am paid an hourly fee for this./// 2) Speaks on estate planning matters, speeches include speeches to Estate Planning Councils, industry groups, charitable organizations, and industry events. Some of these are paid and some are not paid./// 3) The Wealth Transfer Group, Inc.; 1980 N. Atlantic Ave., Ste. 514, Cocoa Beach, FL 32931; President; Start Date 10/01/1983; Owner; Approximately 40+ hrs. per month; Salary and bonus.///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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