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Twinleaf Financial Advisors CRD 323737
$11.9M regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
| IL | RA | APPROVED | 2025-09-26 |
| OH | RA | APPROVED | 2025-03-17 |
| CO | RA | APPROVED | 2025-03-13 |
| CA | RA | APPROVED | 2025-03-11 |
| MI | RA | APPROVED | 2025-01-24 |
| MA | RA | APPROVED | 2024-11-15 |
| VA | RA | APPROVED | 2024-11-15 |
| NJ | RA | APPROVED | 2024-09-30 |
| MD | RA | APPROVED | 2024-09-26 |
| NH | RA | APPROVED | 2024-09-19 |
| NY | RA | APPROVED | 2024-07-29 |
| NC | RA | APPROVED | 2024-07-22 |
| PA | RA | APPROVED | 2023-02-16 |
| FL | RA | APPROVED | 2023-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities, Inc. | Maitland | FL | 06/2017 | 12/2022 |
| Stan Stewart | Maitland | FL | 02/2016 | 12/2022 |
| Principal Life Insurance Company | Maitland | FL | 07/2018 | 12/2022 |
| Virtus Financial Partners | Maitland | FL | 10/2018 | 12/2022 |
| Twinleaf Financial Advisors, Llc | Winter Park | FL | 12/2022 | Present |
Twinleaf Insurance DBA and Twinleaf Insurance Agency DBA pertain to Twinleaf Financial Advisors; All insurance lines; Start Date: 12/20/2022; 50 hrs per month; 50 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-17 |
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