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9001 Highland Woods Blvd Suite 4, Bonita Springs, FL 34135 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-29 |
| IA | RA | APPROVED | 2014-02-17 |
| FL | RA | APPROVED | 2014-02-13 |
Branch Locations
9001 Highland Woods Blvd Suite 4, Bonita Springs, FL 34135 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Super Insurance Of South West Florida, Llc | Bonita Springs | FL | 09/2013 | Present |
| Genesis Wealth Planning, Llc | Bonita Springs | FL | 09/2013 | Present |
| Sound Money Capital Llc | Bonita Springs | FL | 02/2025 | Present |
1) 2013-PRESENT: SUPER INSURANCE OF SOUTH WEST FLORIDA, LLC/INSURANCE RELATED/9001 HIGHLAND WOODS BLVD., SUITE 4, BONITA SPRINGS, FL/STARTED 9 OF 2013/INSURANCE AGENCY/INSURANCE AGENT/PART-OWNER OF THE BUSINESS/MAY INVOLVE UP TO 50% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS. 2) 2025-PRESENT: SOUND MONEY CAPITAL, LLC/9001 HIGHLAND WOODS BLVD., SUITE 4, BONITA SPRINGS, FL/STARTED 2 OF 2025/PUBLISHING COMPANY/SOLE-OWNER OF THE BUSINESS/MAY INVOLVE UP TO 1% OF TIME EACH MONTH, INCLUDING DURING TRADITIONAL MARKET HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-23 |
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