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2100 Lake Eustis Dr, Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-27 |
Branch Locations
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 12/2011 | 10/2016 |
| Ruggie Wealth Management | Tavares | FL | 08/2011 | 01/2021 |
| Destiny Wealth Partners | Tavares | FL | 01/2017 | Present |
| Cwm, Llc | Omaha | NE | 07/2018 | 09/2019 |
| Cwm, Llc Dba Carson Wealth | Omaha | NE | 09/2019 | 07/2020 |
| Destiny Family Office | Tavares | FL | 09/2025 | Present |
RUSO, LLC, Partnership set up with client to invest into various ventures; Partner; started in 2020; investment related; 1 hour per month, 1/2 hour during trading hours. Destiny Direct Investments, LLC (DDI) was formed to receive and distribute revenue generated from the tail (also known as the success fee) received from direct investments placed for the benefit of our clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
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