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101 2Nd Street Suite 402, Holly Hill, FL 32117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2019-10-22 |
Branch Locations
101 2Nd Street Suite 402, Holly Hill, FL 32117 • 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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling | Albany | NY | 10/2011 | 08/2019 |
| Xcel Wealth Managment | Daytona Beach | FL | 10/2011 | Present |
1. NJX LLC OWN INVESTMENT CONDO, CONDO IS RENTED A COUPLE MONTHS OF THE YEAR. MEMBER OF LLC, NO DUTIES, CONDO RENTAL. 2. PACIFIC LIFE, JOHN HANCOCK, BERKSHIRE, PHOENIX LIFE, OHIO. INVESTMENT RELATED. PO BOX 9000 NEW PORT BEACH CA 92658; PO BOX 55444 BOSTON MA 02205; 24 N. STREET, PITTSFIELD MA 01201, PO BOX 8027 BOSTON MA 02266, 1 FINANCIAL WAY CINCINNATI OH 45242, INSURANCE AND ANNUITY SALES, AGENT, START DATE 10/01, 5 HOURS MONTH,ADMINISTER INFORCE BUSINESS, LONGTERM CASE, DISABILITY INSURANCE ALSO FIXED ANNUITIES. 3. N JCX, LLC- Not Investment Related-2411 S. Palmetto Avenue, South Daytona, Florida 32119- Rental property/real estate, holding company for my income-Manager-11/5/2014-Approximately 12 hours per year- Manage personal livelihood 4. Scottsmoor Duckhunters Association, LLC-Not Investment Related- 521 Halifax Avenue, Daytona Beach, Florida 32118- Hunting camp/property, holding company to share expenses for maintenance- Manager-10/3/2013- Approximately 5 hours per year-Manage property 5. Cudjoe Key Enterprises, LLC- Not Investment Related- 3290 West State Road 46, Sanford, Florida 32771- Holding company for vacation home in the Keys- Manager- 9/3/2013- Approximately 6 hours per year- Manage property 6. HOLLY HILL MARKET LLC; NOT INVESTMENT RELATED; 101 2ND STREET HOLLY HILL, FL 32117; COMMERCIAL BUILDING; MANAGING MEMBER; 07/2017; 2 HOURS/MONTH; 0 DURING TRADING HOURS; PURCHASING COMMERCIAL PROPERTY THAT OFFICE IS CURRENTLY IN. 7. Stele Fair County Georgia, LLC-Not investment related-949 Beville Rd., S. Daytona, FL 32119-Holding Corp for hunting property-Authorized member-6/5/2019-0 hrs/mth-0 during trading hrs-Recreation 8. Scraping By, LLC - Not Investment Related - 5001 NW 67th Street, Gainesville, Florida 32653 - Rental property/apartment complex - Manager - 3/2021 - 0 hrs/mth - No duties or responsibilities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-28 |
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