Jeffrey Dean Bliss

Current Employers

Employment History

• 03/1997 → Present
  Bliss Wealth Mangement Inc. (Formerley Wealthwise Technologies)
  Plantation, FL
• 10/2008 → Present
  Wealthwise Technologies Advisory Group Llc
  Plantation, FL
• 12/2015 → 12/2016
  Summit Wealth Partners, Llc
  Plantation, FL
• 11/2016 → Present
  Sound Income Strategies, Llc
  Plantation, FL

Previous Registrations

• 2016-07-28 → 2016-12-23
  Summit Wealth Partners, Llc
  Plantation, FL
  Orlando, FL
• 2016-02-22 → 2016-08-19
  Summit Wealth Partners, Llc
  Plantation, FL
  Orlando, FL
• 2014-08-20 → 2016-03-26
  Smc Advisory Network, Llc
  Boardman, OH
  Plantation, FL
• 2011-04-20 → 2014-06-30
  Global Financial Private Capital, Inc.
  Plantation, FL
  Sarasota, FL
• 2009-02-05 → 2011-05-31
  Wealthwise Technologies Advisory Group Llc
  Plantation, FL

Other Businesses

1. BLISS WEALTH MANAGEMENT INC; PLANTATION FL, PRESIDENT, INDEPENDENT AGENT SELLING FIXED INSURANCE AND ANNUITY PRODUCTS FROM VARIOUS COMPANIES, APPROXIMATELY 50% OF BUSINESS HOURS. INVESTMENT RELATED. 2. FOUNTAINS PROFESSIONAL CENTER CONDO ASSOCIATION- VICE PRESIDENT-BOARD OF DIRECTORS. NON-INVESTMENT RELATED. 0 BUSINESS HOURS. 3. WEALTHWISE TECHNOLOGIES ADVISORY GROUP LLC. - UTILIZED FOR COLLECTION OF ADVISORY FEES, FOR INCOME TAX PURPOSES. NON-INVESTMENT RELATED. 0 BUSINESS HOURS. 4. ROCKIN' ROSES, LLC - NON-INVESTMENT RELATED - PARTICIPATES IN LIVE PERFORMANCES, BOOK GIGS, SCHEDULE EVENTS, ORGANIZE REHEARSALS, DEVELOP AND MAINTAIN SOCIAL MEDIA. 0 BUSINESS HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-17