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101 Normandy Road, Casselberry, FL 32707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED_RES | 2024-09-03 |
| NV | RA | APPROVED | 2024-04-25 |
| SC | RA | APPROVED | 2024-02-14 |
| GA | RA | APPROVED | 2024-02-12 |
| LA | RA | APPROVED | 2024-02-09 |
| FL | RA | APPROVED | 1998-07-13 |
Branch Locations
1515 International Parkway Suite 1025, Lake Mary, FL 32746 • United States
101 Normandy Road Suite 101, Casselberry, FL 32707 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolfe, Young, O'BAker & Company | Casselberry | FL | 01/1979 | 07/2023 |
| Phoenix Home Life | Orlando | FL | 03/1998 | Present |
| G. A. Repple & Company | Casselberry | FL | 07/1998 | Present |
1) WOLFE FINANCIAL GROUP - 1515 INTERNATIONAL PKY, SUITE 1019, LAKE MARY, FL 32746 - Partial OWNER/FINANCIAL PLANNER, VARIABLE AND FIXED INSURANCE PRODUCTS INVESTMENT RELATED -APPROX 160 HRS. PER MONTH - MOST DURING TRADING HRS. 2) REAL ESTATE LICENSE - 1515 INTERNATIONAL PKY, SUITE 1019, LAKE MARY, FL 32746 - REAL ESTATE AGENT - STARTED 8-29-1988 - CURRENTLY I DO NOT ACTIVELY USE THIS LICENSE - NON-INVESTMENT RELATED - 0 HRS. PER MONTH, 0 HRS. DURING TRADING. 3) ROBERT WOLFE - 1515 INTERNATIONAL PKY, SUITE 1019, LAKE MARY, FL 32746 - CAM LICENSE - STARTED 7/15/2019 - CURRENTLY I DO NOT ACTIVELY USE THIS LICENSE - NON-INVESTMENT RELATED - 0 HRS. PER MONTH, 0 HRS. DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-19 |
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