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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-20 |
| FL | RA | APPROVED | 2015-12-03 |
Branch Locations
11974 Cr 101, Suite 103, The Villages, FL 32162 • United States
109 Nature Walk Parkway #102, St. Augustine, FL 32092 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-07-11 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors | The Villages | FL | 11/2015 | Present |
| Talon Wealth Management | The Villages | FL | 01/2014 | Present |
| Talon Private Wealth, Llc | The Villages | FL | 06/2019 | Present |
Talon Wealth Management; Investment Related; 11974 CR 101, Suite 103, The Villages, FL 32162; Life Insurance, Annuity Sales, Investment Advisory DBA name; Advisor; 01/2014 - present; 50 hours per week; 37.5 hours per week during securities training hours; Annuity and Insurance Sales Talon Private Wealth, LLC; Investment related; 11974 C.R. 101, Suite 103, The Villages, FL 32162; Investment Advisory; Employee; Started 06/2019; 160 hours/month devoted; 120 hours/month devoted during securities trading hours; Offer investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-22 |
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