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David Robert Souders

Apis Wealth, LLC

Sorrento, FL

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Current Employers
Apis Wealth, Llc

Sorrento, FL • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-01
FL RA APPROVED 2019-11-06
TX RA APPROVED_RES 2019-09-05
  • GA RA
    APPROVED
    Since 2023-11-01
  • FL RA
    APPROVED
    Since 2019-11-06
  • TX RA
    APPROVED_RES
    Since 2019-09-05

Branch Locations

Sorrento, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ronald Blue & Co., Llc Orlando FL 08/2003 08/2017
Apis Wealth, Llc Sorrento FL 08/2019 Present
Ronald Blue Trust Orlando FL 08/2017 09/2019
  • 08/2003 → 08/2017
    Ronald Blue & Co., Llc
    Orlando, FL
  • 08/2019 → Present
    Apis Wealth, Llc
    Sorrento, FL
  • 08/2017 → 09/2019
    Ronald Blue Trust
    Orlando, FL
Previous Registrations
  • 2004-03-09 → 2017-08-01
    Ronald Blue & Co., Llc
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-04
  • S65 Uniform Investment Adviser Law Examination
    2004-02-04
Designations

View on SEC IAPD

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