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9038 Mayfair Pointe Drive, Orlando, FL 32827 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-04 |
Branch Locations
9038 Mayfair Pointe Drive, Orlando, FL 32827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation Llc | Stamford | CT | 02/2016 | 11/2021 |
| Asgard Advisors Inc. | Park City | UT | 11/2021 | Present |
| Supervision Brokerage Llc | New York | NY | 01/2022 | 12/2023 |
| Storm Capital Partners Llc | Park City | UT | 04/2022 | Present |
| Lynx Capital, Llc | Moraga | CA | 12/2023 | 06/2026 |
| Scred Securities Us Llc | Park City | UT | 10/2025 | Present |
| Mayfair Pointe Capital Llc | Orlando | FL | 05/2026 | Present |
Business Name: David L. Rae Memorial Fund Investment-related business: Yes Address: PO Box 5010, PMB 135 Rancho Santa Fe, CA 92067 Nature of Business: Educational foundation providing scholarships to graduating high school seniors. Position: Treasurer Start Date: March 2021 Approximate hours/month: 0-5 Approximate trading hours/month: 0-5 Duties: Duties include signing checks, preparing reports for board, and evaluating scholarship candidates. Business Name: Asgard Advisors Inc.; Investment Related Business: Yes Address: Park City, Utah Nature of Business: Outsourced Marketing Consulting Firm Position: President and Founder Start Date: November 2021 Approximate hours/month: 0 Approximate trading hours/month: 0 Duties: Engaging with asset managers to build out marketing strategies. Business Name: Storm Capital Partners LLC; Investment Related Business: Yes Address: Park City, Utah Nature of Business: Outsourced Marketing Consulting Firm Position: President and Founder Start Date: April 2022 Approximate hours/month: 60 Approximate trading hours/month: 60 Duties: Engaging with asset managers to build out marketing strategies. Business Name: Mayfair Pointe Capital LLC; Investment Related Business: Yes Address: Park City, Utah Nature of Business: Registered Investment Adviser Position: COO Start Date: May 2026 Approximate hours/month: 15 Approximate trading hours/month: 15 Duties: Operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-13 |
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