Best Investors Account Sign in
Inactive

Robert Clark

Destiny Family Office

Tavares, FL

Destiny Wealth Partners, LLC

Tavares, FL

Winter Park, FL

Claim This Profile
Current Employers
Destiny Family Office

2100 Lake Eustis Dr, Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-28
  • FL RA
    APPROVED
    Since 2025-10-28

Branch Locations

2100 Lake Eustis Dr, Tavares, FL 32778 • United States

Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-06-12
FL RA APPROVED 2017-08-09
  • TX RA
    APPROVED
    Since 2020-06-12
  • FL RA
    APPROVED
    Since 2017-08-09

Branch Locations

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

620 N. Denning Dr., Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Orlando FL 06/2004 04/2017
Ruggie Wealth Management Tavares FL 04/2017 01/2021
Destiny Wealth Partners, Llc Tavares FL 04/2017 Present
Cwm, Llc Dba Carson Wealth Omaha NE 07/2018 07/2020
Destiny Family Office Tavares FL 09/2025 Present
Previous Registrations
  • 2017-08-09 → 2021-01-07
    Ruggie Wealth Management
    Tavares, FL
  • 2018-07-02 → 2020-07-01
    Cwm, Llc
    Winter Park, FL
  • 2009-10-16 → 2017-05-01
    Independent Financial Partners
    Orlando, FL
  • 2004-06-17 → 2011-04-28
    Lpl Financial Llc
    Orlando, FL
    Orlando, FL
  • 2000-06-15 → 2004-06-09
    Ws Griffith Securities, Inc.
    Orlando, FL
Other Businesses

Independent insurance agent, since 2001,1 hr/month; non-investment related

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-03-17
  • S63 Uniform Securities Agent State Law Examination
    2004-03-17
Designations
Other Names
  • Robert Liddell Clark

View on SEC IAPD

Other Firms

DESTINY FAMILY OFFICE
WELLS FARGO CLEARING SERVICES, LLC
SYNERGY INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
TRUIST ADVISORY SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Other Investors

Brian Davis
Mitchel Travis Faulkner
Ronald Joseph Hopper
CAROL ANN MULCAHY
AUDREY MARIE MANCUSO
Keith Webster Ward
JEREMIAH ELIJAH WASSMER
THOMAS HUEY RUGGIE

Other Offices

DESTINY FAMILY OFFICE · TAVARES, FL
WELLS FARGO CLEARING SERVICES, LLC · TAVARES, FL
SYNERGY INVESTMENT MANAGEMENT LLC · Tavares, FL
LPL FINANCIAL LLC · TAVARES, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Tavares, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Eustis, FL

More in Tavares, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor