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Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2022-12-05 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Orlando | FL | 01/2016 | 12/2022 |
| Principal Securities Inc | Orlando | FL | 08/2017 | 12/2022 |
| Virtus Financial Partners | Orlando | FL | 08/2017 | 12/2022 |
| Virtus Financial Partners | Winter Park | FL | 12/2022 | Present |
(1) Fixed Insurance; Not Investment Related; Windermere, FL; Agent; Fixed Life, Annuities, LTC, DI, Health, and Medical insurance products; Start Date: 08/24/2017; 40 hrs per month; 30 during trading hours. (2) BWD Financial Group, LLC; Investment Related; Windermere, FL; Owner; LLC formed to track activity as an investment adviser representative and to administer the insurance business described in (1); Start Date: 12/2023; hours are included in the 40 reported in (1); no additional hours. (3) GWR Properties, LLC; Investment Related; Windermere, FL; CEO; LLC that owns and rents residential real property located in Asheville, NC; Start Date: 06/2025; 1 hr per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-05 |
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