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Casselberry, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-26 |
Branch Locations
Casselberry, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ellevity Capital, Inc. | Fairfield | IA | 03/2016 | 05/2018 |
| Cleveland Consulting, Inc. | Fairfield | IA | 01/2015 | 06/2019 |
| Cedar Creek Capital Management, Llc | Fairfield | IA | 06/2019 | 03/2022 |
| Iwg Investment Advisors Llc | Fort Launderdale | FL | 04/2020 | 02/2021 |
| Iwg Investment Advisors Llc | Delray Beach | FL | 05/2022 | Present |
| Impact Wealth Group | Delray Beach | FL | 10/2022 | Present |
| C&D Preferred Insurance Solutions | Delray Beach | FL | 01/2025 | Present |
Independent Property and Casualty agent with C&D Preferred Insurance Solutions, who is an unaffiliated agency, starting 1/2025. - Located at Adviser's office address. Mr. Cleveland engages in providing insurance services. Tennis instructor - Approximately 20 hours per month, not during market hours. Residential office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-11 |
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