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7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
7195 Wagner Way Suite 104, Gig Harbor, WA 98335 • United States
8201 Peters Road Suite 1000, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leveraged Solutions, Llc | Plantation | FL | 07/2008 | Present |
| Wealth Innovations, Llc | Plantation | FL | 07/2009 | Present |
| Argentus Advisors, Llc | Dallas | TX | 01/2012 | Present |
1. Leveraged Solutions, LLC - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Investment Related; Duties include: Managing director of the company, provides client investment advice, provides financial planning services, provides insurance recommendations; 40% of time spent 2. Wealth Innovations, LLC - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Investment Related; Duties include: Managing director of the company, provides client investment advice, provides financial planning services, provides insurance recommendations; 45% of time spent 3. Insurance Agent - 8201 Peters Rd., Ste. 1000, Plantation, FL 33324; Non-investment Related; Duties include: Managing director of the company, provides insurance recommendations and product placement; 10% of time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-03 |
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