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124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-03-27 |
| FL | RA | APPROVED | 2015-03-12 |
Branch Locations
124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Core Wealth Advisors, Inc. | Lakeland | FL | 02/2013 | Present |
| Pro Baseball Services, Inc. | Lakeland | FL | 11/2004 | 12/2016 |
1. CORE Wealth Aviation, 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Aircraft Holding Company; Fractional Ownership Partner; Started: 6/2021; Number of hours per month: 2, 0 during trading hours; Duties: Maintain scheduling, books and records related to aircraft ownership; 2. Forefront Group, Inc., 480 West Main St., Blue Ridge, Georgia 30513; Not investment related; Restaurant Ownership Group; Member of LLC; Started: 8/2022; Number of hours per month: 2, 0 during trading hours; Duties: Passive investment in restaurant group; 3. CORE Wealth Accountants, LLC; 124 South Florida Avenue, Suite 4, Lakeland, Florida 33801; Not investment related; Tax preparation and consulting firm; 100% owner; Number of hours per month: 8; Duties: Tax preparation and consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-14 |
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