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270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-14 |
Branch Locations
270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Danbury | CT | 04/2010 | 06/2019 |
| Wells Fargo Advisors, Llc | Danbury | CT | 04/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Danbury | CT | 11/2016 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Kisco | NY | 08/2020 | 02/2021 |
| Bank Of America, N.A. | Mount Kisco | NY | 08/2020 | 02/2021 |
| Wells Fargo Clearing Services, Llc | Woodbury | CT | 06/2019 | 08/2020 |
| Wells Fargo Clearing Services, Llc | North Haven | CT | 03/2021 | 04/2022 |
| Wells Fargo Bank, Na | North Haven | CT | 02/2021 | 04/2022 |
| Ameriprise Financial Services, Llc | New Milford, | CT | 04/2022 | 12/2025 |
| Webster Bank | New Milford | CT | 12/2025 | 07/2026 |
| Lpl Financial | New Milford | CT | 12/2025 | 07/2026 |
| Significant Wealth Management Inc. Dba The Lifewealth Group | Winter Garden | FL | 07/2026 | Present |
| Lifewealth Investment, Llc | Winter Garden | FL | 07/2026 | Present |
| Madison Avenue Securities | San Diego | CA | 07/2026 | Present |
1.) Name: Significant Wealth Management Inc. DBA The LifeWealth Group; Investment Related: Yes; Address: 270 W. Plant St., Ste. 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice; Position: Financial Advisor; Hours Per Week: 40 Hours 2.) Name: LifeWealth Investments, LLC; Investment Related: Yes; Address: 270 W. Plant St., Ste. 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice and Insurance Sales; Position: Investment Advisor Representative; Hours Per Week: 40 Hours 3.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 07/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-15 |
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