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3434 Sw 24Th Avenue Suite E, Gainesville, FL 32607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-28 |
Branch Locations
4655 Sailsbury Rd Suite 115, Jacksonville, FL 32256 • United States
3434 Sw 24Th Avenue Suite E, Gainesville, FL 32607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Partners | Gainesville | FL | 09/2014 | 08/2018 |
| Voya Financial Advisors | Gainesville | FL | 09/2014 | 08/2018 |
| Robinson Financial Group Llc | Gainesville | FL | 06/2017 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 08/2019 | 02/2023 |
| Foundations Investment Advisors, Llc | Gainesville | FL | 02/2023 | Present |
| Creative Insurance Group Llc | Gainesville | FL | 12/2022 | Present |
| Revision Wealth Management Llc | Gainesville | FL | 11/2022 | Present |
| Revision Wealth Management Llc | Gainesville | FL | 10/2023 | Present |
1.) NAME OF ENTITY:ROBINSON FINANCIAL GROUP,LLC; Yes; 3434 SW 24TH AVE STE E; GAINESVILLE; FL; 32607; INSURANCE AGENCY/DBA; MANAGING MEMBER/INSURANCE AGENT; 06/2017; 200; 140; SALES AND SERVICING OF SECURITIES PRODUCTS 2.) NAME OF ENTITY: Creative Financial Group LLC; Yes; 3434 SW 24TH AVE STE E; GAINESVILLE; FL; 32607; INSURANCE AGENCY; MANAGING MEMBER/INSURANCE AGENT; 12/2022; 80; 80; SALES AND SERVICING OF INSURANCE PRODUCTS 3.) Foundations Investment Advisors, LLC; Investment Related; Gainesville, FL; RIA; IAR; Start Date 02/2023; Approximately 32 hours/month will all hours during securities trading hours 3.) Revision Wealth Management LLC; Investment Related; Gainesville, FL; RIA; IAR; Start Date 11/2022; Approximately 80 hours/month will all hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-30 |
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