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125 S. Swoope Ave Suite 109, Maitland, FL 32751 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-21 |
Branch Locations
125 S. Swoope Ave Suite 109, Maitland, FL 32751 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wealth And Business Planning Group, Llc | Maitland | FL | 01/2008 | Present |
WEALTH & BUSINESS PLANNING GROUP, LLC. 100% OWNERSHIP, THIS IS MY RIA COMPANY. OUTSIDE WEALTH & BUSINESS PLANNING GROUP, LLC, RICHARD REYES PROVIDES TAX PREPARATION, TAX PLANNING AND INSURANCE SALES LIMITED TO LIFE, ANNUITY, AND LONG-TERM CARE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-13 |
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