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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-03-14 |
| CA | RA | APPROVED | 2024-03-13 |
| CO | RA | APPROVED | 2024-03-13 |
| FL | RA | APPROVED | 2024-03-13 |
| MI | RA | APPROVED | 2024-03-13 |
| GA | RA | APPROVED | 2024-03-11 |
| IL | RA | APPROVED | 2020-06-26 |
| OH | RA | APPROVED | 2020-06-23 |
| VA | RA | APPROVED | 2020-06-23 |
| PA | RA | APPROVED | 2020-06-18 |
| NJ | RA | APPROVED | 2020-06-17 |
| TX | RA | APPROVED_RES | 2020-06-16 |
Branch Locations
15050 Elderberry Lane Suite 6-1, Fort Myers, FL 33907 • United States
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Financial Strategies, Llc | Fort Myers | FL | 02/2014 | Present |
| Summit Wealth Partners, Llc | Fort Myers | FL | 12/2015 | Present |
SIGNATURE FINANCIAL STRATEGIES, LLC; FORT MYERS, FL, MANAGING MEMBER, 02/2014-PRESENT, SALES OF FIXED INSURANCE AND ANNUITY PRODUCTS FROM VARIOUS COMPANIES (INVESTMENT RELATED), BUSINESS SEMINARS, CONSULTING & COACHING (NON-INVESTMENT RELATED), APPROXIMATELY 60 HRS/MONTH DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-03 |
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