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4767 New Broad Street, Orlando, FL 32814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Non-Traditional Wealth Management, Llc | Orlando | FL | 10/2005 | Present |
| Center Street Securities Inc | Nashville | TN | 10/2009 | 11/2023 |
| Arete Wealth Management, Llc | Chicago | IL | 11/2023 | Present |
1. NON-TRADITIONAL WEALTH MANAGEMENT LLC, dba, 4767 NEW BROAD STREET ORLANDO, FL 32814. FIXED LIFE INSURANCE, HSA AND LONG TERM CARE INSURANCE. 2. LIFE INSURANCE PREMIUM FINANCING - IDENTIFY CLIENTS FOR WHOM THIS STRATEGY COULD BE VALUABLE. 40 hours per month for 1 and 2 AND BOTH FOR COMPENSATION. 3. CENTRAL FL RIFLE & PISTOL CLUB 14646 WEWAHOOTEE RD ORLANDO, FL 32832 - SERVE AS TREASURER, NO COMPENSATION, 8 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-25 |
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