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Current Employers
Nottingham Wealth Partners, Inc.

333 Butternut Dr., Syracuse, NY 13214 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-05
  • FL RA
    APPROVED
    Since 2023-04-05

Branch Locations

Orlando, 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
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
  • 04/2008 → 03/2017
    Financial Management Concepts
    Winter Springs, FL
  • 03/2017 → 06/2017
    Visionquest Wealth Management, Llc
    Raleigh, NC
  • 09/2017 → 03/2019
    Pershing Advisor Solutions Llc
    Lake Mary, FL
  • 03/2019 → 01/2021
    Ruggie Wealth Management
    Tavares, FL
  • 04/2020 → 02/2023
    Tavares, FL
  • 03/2019 → 08/2020
    Cwm, Llc Dba Carson Wealth
    Tavares, FL
  • 02/2023 → Present
    Onegroup Wealth Partners, Inc
    Orlando, FL
Previous Registrations
  • 2020-05-13 → 2023-02-17
    Tavares, FL
    Winter Park, FL
    Tavares, FL
  • 2019-04-29 → 2021-01-07
    Ruggie Wealth Management
    Tavares, FL
  • 2019-04-16 → 2020-08-04
    Tavares, FL
  • 2017-04-03 → 2017-06-01
    Visionquest Wealth Management, Llc
    Raleigh, NC
  • 2008-06-25 → 2017-04-06
    Financial Management Concepts
    Winter Springs, FL
  • 2007-08-27 → 2008-04-18
    Orlando, FL
    Maitland, FL
Other Businesses

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.

Exams
CodeExamDate
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
  • 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
Designations
Other Names
  • Tony Van Ore
  • Anthony Franklin Van Ore
  • Anthony Vanore

View on SEC IAPD

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