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145 West Center Avenue, Sebring, FL 33870 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-09-16 |
| VA | RA | APPROVED | 2024-06-20 |
| NC | RA | APPROVED | 2024-06-19 |
| TX | RA | APPROVED_RES | 2021-02-10 |
| FL | RA | APPROVED | 2012-10-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Sebring | FL | 09/2009 | 04/2017 |
| Raymond James Financial Services Advisors, Inc | St Petersburg | FL | 09/2009 | 04/2017 |
| Swaine & Leidel, Llc | Sebring | FL | 03/2010 | 01/2018 |
| John 14:6 Llc | Sebring | FL | 07/2011 | Present |
| Legacy Insurance Group, Llc | Sebring | FL | 07/2011 | 12/2016 |
| Lordship Holdings Llc | Sebring | FL | 10/2010 | 12/2016 |
| Swaine & Leidel Wealth Services, Llc | Sebring | FL | 05/2012 | 01/2021 |
| Sebring Police Department | Sebring | FL | 08/1997 | Present |
| John 3:30, Llc | Sebring | FL | 06/2018 | Present |
| Platinum Financial Partners, Llc (F/K/A U.S. Tax, Llc) | Sebring | FL | 10/2015 | Present |
| Second Half Financial Partners, Llc | Sebring | FL | 01/2021 | Present |
| Heartland Tax And Accounting, Llc | Sebring | FL | 01/2024 | Present |
1. Fixed Insurance conducted through Platinum Financial Partners, LLC - Sebring, FL. Insurance Sales Agent, started 12/2016 to present. 10 hours weekly, 5 during trading hours. 2. John 14:6 LLC - Sebring, FL. Managing Member of real estate LLC, started 7/2011 to present. 0 hours weekly, 0 during trading hours. 3. Sebring Police Department - Sebring FL. Part time Police Officer, started 8/1997 to present. 1 hour per month, 0 during trading hours. 4. Platinum Financial Partners, LLC (f/k/a U.S. Tax, LLC) - Sebring, FL. Managing Member of tax preparation LLC, started 10/2015 to present. 4 hours per month, 0 during trading hours. 5. John 3:30, LLC - Sebring, FL. Managing Member of a holding company, started 6/2018 to present. 1 hours per month, 0 during trading hours. 6. Swaine & Leidel Wealth Services - Sebring, FL - Previous RIA name kept and used as a DBA name - 05/2012 - 01/2021 RIA and 03/2021 to Present DBA name - 0 hours per month devoted - 0 hours per month devoted during securities trading hours. 7. Heartland Tax and Accounting, LLC - Sebring, FL. Partner, started 01/2024 to present. 10 hours per month, 10 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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