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333 Butternut Dr., Syracuse, NY 13214 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Concepts | Winter Springs | FL | 04/2008 | 03/2017 |
| Visionquest Wealth Management, Llc | Raleigh | NC | 03/2017 | 06/2017 |
| Pershing Advisor Solutions Llc | Lake Mary | FL | 09/2017 | 03/2019 |
| Ruggie Wealth Management | Tavares | FL | 03/2019 | 01/2021 |
| Destiny Wealth Partners, Llc | Tavares | FL | 04/2020 | 02/2023 |
| Cwm, Llc Dba Carson Wealth | Tavares | FL | 03/2019 | 08/2020 |
| Onegroup Wealth Partners, Inc | Orlando | FL | 02/2023 | Present |
1. VOS TRANQUILITY INC. NOT INVESTMENT RELATED. LOCATION IS THE SAME AS OFFICE ADDRESS. OPERATING COMPANY SERVING AS MANAGING MEMBER OF RELATED LLC IN MASSAGE THERAPY. STARTED JULY 2021. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED. 2. VOS ORLANDO DOWNTOWN LLC. NOT INVESTMENT RELATED. 361 N ROSALIND AVE, 7, ORLANDO, FL 32810. MASSAGE THERAPY. PRESIDENT PROVIDING EXECUTIVE LEADERSHIP. STARTED JULY 2021. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED. 3. VOS MAITLAND LLC NOT INVESTMENT RELATED. 701 MAITLAND BLVD, SUITE 200, MAITLAND, FL 32751. MASSAGE THERAPY. PRESIDENT PROVIDING EXECUTIVE LEADERSHIP. STARTED JUNE 14, 2024. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 1998-04-24 |
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