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2081 Se Ocean Blvd Suite 301, Stuart, FL 34996 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
2081 Se Ocean Blvd Suite 301, Stuart, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 09/2015 | 11/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2017 | 11/2020 |
| Aegis Wealth Management | Guthrie Center | IA | 01/2020 | 08/2024 |
| Mindie Molina Investments And Insurance | Stuart | FL | 09/2008 | Present |
| Mindie Molina Investments, Llc | Stuart | FL | 10/2024 | Present |
1. COMPLETE RETIREMENT GROUP; INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; INSURANCE SALES; OWNER; START DATE 9/2001; 160 HOURS/MONTH, 160 HOURS DURING TRADING; SALE OF FIXED INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, MEDICARE SUPPLEMENTS AND LIFE INSURANCE- WORK SHOPS, CLIENT EVENTS, AND SEMINARS. 2. GLU; NOT INVESTMENT RELATED; 4229 SE PALMETTO ST. STUART, FL 34997; CHRISTIAN WRITER/VIDEO BLOGGER; OWNER; 3 HOURS PER MONTH, 0 DURING SECURITIES TRADING HOURS; BOOK PROMOTION/VIDEO PRODUCTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-07 |
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