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Thomas Jeffrey Mcdermott

Fulcrum Wealth Systems, LLC

Ponte Vedra Beach, FL

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Current Employers
Fulcrum Wealth Systems, Llc

Ponte Vedra Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
NC RA APPROVED 2024-04-26
  • FL RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2024-04-26

Branch Locations

Ponte Vedra Beach, FL • 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
Prosperity Capital Group Inc Raleigh NC 02/2009 04/2019
Prosperity Software Solutions Inc. Cary NC 02/2006 07/2017
Self Employed Ponte Vedra Beach FL 01/1988 Present
Carroll Financial Associates Inc Charlotte NC 05/2019 11/2020
Foundations Investment Advisors, Llc Ponte Vedra Beach FL 09/2022 08/2023
Fulcrum Wealth Systems, Llc Ponte Vedra Beach FL 08/2023 Present
Asset Protectors & Advisors Of Fl Inc Ponte Vedra Beach FL 01/2014 Present
  • 02/2009 → 04/2019
    Prosperity Capital Group Inc
    Raleigh, NC
  • 02/2006 → 07/2017
    Prosperity Software Solutions Inc.
    Cary, NC
  • 01/1988 → Present
    Self Employed
    Ponte Vedra Beach, FL
  • 05/2019 → 11/2020
    Carroll Financial Associates Inc
    Charlotte, NC
  • 09/2022 → 08/2023
    Ponte Vedra Beach, FL
  • 08/2023 → Present
    Ponte Vedra Beach, FL
  • 01/2014 → Present
    Asset Protectors & Advisors Of Fl Inc
    Ponte Vedra Beach, FL
Previous Registrations
  • 2022-09-28 → 2023-09-01
    Raleigh, NC
    Phoenix, AZ
    Ponte Verde, FL
  • 2019-05-23 → 2020-11-04
    Carroll Financial Associates Inc
    Jacksonville Beach, FL
  • 2009-02-17 → 2019-04-03
    Prosperity Capital Group, Inc.
    Raleigh, NC
    Jacksonville Beach, FL
  • 2012-09-28 → 2018-12-31
    South Windsor, CT
Other Businesses

NAME OF OTHER BUSINESS: SELF EMPLOYED FIXED INSURANCE BUSINESS INVESTMENT RELATED: YES ADDRESS: Ponte Vedra Beach. FL NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT START DATE: 03/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, ANNUITIES AND LONG-TERM CARE NAME OF OTHER BUSINESS: ASSET PROTECTORS & ADVISORS OF FL INC INVESTMENT RELATED: NO ADDRESS: Ponte Vedra Beach, FL NATURE OF BUSINESS: REAL ESTATE PROPERTY RENTAL BUSINESS POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT START DATE: 01/2014 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: APA OF FL IS A HOLDING COMPANY THAT OWNS RESIDENTIAL AND COMMERCIAL REAL ESTATE - LANDLORD DUTIES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-03
  • S65 Uniform Investment Adviser Law Examination
    2008-01-03
Other Names
  • Tom Mcdermott

View on SEC IAPD

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