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109 Holiday Ct Suite A6, Franklin, TN 37067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 06/2019 | 01/2020 |
| Black Dynasty, Llc | Brooksville | FL | 01/2015 | Present |
| Consolidated Tax & Financial | Spring Hill | FL | 10/2015 | Present |
| Compass Wealth Group, Llc | Spring Hill | FL | 01/2019 | Present |
| Optivise Advisory Services | Franklin | TN | 01/2020 | Present |
1.) BLACK DYNASTY, LLC; YES INVESTMENT RELATED; 22295 WISE OWL RD, BROOKSVILLE, FL 34602; HOLDING COMPANY; OWNER; 02/2015; APPROX 16 HRS/MONTH; MANAGING ASSETS. Parent company to Consolidated Financial & Tax and Compass Wealth Group. ___________________________________________________________________________ 2.) CONSOLIDATED FINANCIAL & TAX; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606 ; INSURANCE SALES; OWNER; 10/2015; APPROX 72 HRS/MONTH; INSURANCE SALES AND SERVICES. ___________________________________________________________________________ 3.) COMPASS WEALTH GROUP; FINANCIAL; YES INVESTMENT RELATED; 3257 COMMERCIAL WAY, SPRING HILL, FL 34606; OWNER; 01/2019; 72 HRS/MONTH; FINANCIAL INVESTMENTS 4.) Black Ops GP; non investment related; commercial ranch/farm, 22295 Wise Owl RD Brooksville, FL 34602, Owner, Stated 05/2017, 5 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-08 |
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