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2100 Lake Eustis Dr, Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
2100 Lake Eustis Dr, Tavares, FL 32778 • United States
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-09 |
Branch Locations
2520 Burnsed Blvd, The Villages, FL 32163 • United States
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
620 N. Denning Dr., Winter Park, FL 32789 • United States
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 |
|---|---|---|---|---|
| Ruggie Capital Group | Tavares | FL | 03/2015 | 01/2021 |
| Destiny Wealth Partners | The Villages | FL | 01/2017 | Present |
| Cwm, Llc | Omaha | NE | 07/2018 | 07/2020 |
| Destiny Family Office | Tavares | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
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