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4600 Touchton Rd. E, Bldg 100, St. 150, Jacksonville, FL 32246 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
Jackonville, FL • United States
4600 Touchton Rd. E, Bldg 100, St. 150, Jacksonville, FL 32246 • 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 |
|---|---|---|---|---|
| Principal Securities | Jacksonville | FL | 03/2016 | 12/2017 |
| Horace Mann Investors | Springfield | IL | 10/2019 | 11/2019 |
| Slight Edge Wealth Management | Jacksonville | FL | 08/2022 | 11/2023 |
| Carey Financial | Jacksonville | FL | 12/2017 | 10/2019 |
| Alight Financial Advisors | Jacksonville | FL | 05/2023 | 10/2023 |
| Dynamique Capital Advisors | Jacksonville | FL | 10/2024 | 09/2025 |
| Slight Edge Insurance & Financial Services | Jacksonville | FL | 11/2019 | 08/2022 |
| Mvp Financial Services | Oak Brook | IL | 01/2024 | 05/2025 |
| Slight Edge Wealth Strategies Llc | Jacksonville | FL | 09/2025 | Present |
1) MVP FINANCIAL SERVICES; INVESTMENT RELATED; 1100 JORIE BLVD., STE. 115, OAK BROOK, IL 60523; INSURANCE PRODUCTION ACTIVITIES; ASSOCIATE MANAGING DIRECTOR, INSURANCE SOLUTIONS; 02/2024; APPROX. 160 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INSURANCE PRODUCER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-27 |
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