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3220 Sw 33Rd Rd, Ocala, FL 34474 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | Ocala | FL | 11/2015 | 06/2018 |
| Nfic Group | Ocala | FL | 05/2007 | 01/2017 |
| Zinnia Wealth Advisory, Llc | Ocala | FL | 03/2017 | Present |
| Integrated Financial Settlements Dba Zinnia Wealth Mgmt | Ocala | FL | 08/2017 | 12/2018 |
| Central Florida Retirement Education | Ocala | FL | 08/2017 | 12/2019 |
(1) Zinnia Wealth Management, LLC, Investment related, 3220 SW 33rd Rd. Ocala, FL 34474, Insurance Agency, Managing Member, 01/01/2012, 80 hours/month, 80 hours/month during trading securities trading hours, Owner/insurance agent. (2) Rivers Property Ocala LLC, Non-Investment related, 3220 SW 33rd Rd. Ocala, FL 34474, Real estate holding company, Managing Member, 10/10/2019, 1 hour/month, 1 hour/month during trading securities trading hours, The LLC owns an office building. No day to day operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-05 |
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