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2100 Lake Eustis Dr, Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-28 |
Branch Locations
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-30 |
Branch Locations
2100 Lake Eustis Dr., Tavares, FL 32778 • United States
620 N Denning Dr., Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lewer Financial Advisors, Llc | Kansas City | MO | 04/2016 | 11/2017 |
| The Life Wealth Group | Orlando | FL | 11/2017 | 04/2022 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2018 | 03/2023 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | 03/2023 |
| Ae Medicare Solutions Partnership Program | Winter Garden | FL | 01/2022 | 03/2023 |
| The Lifewealth Group | Winter Garden | FL | 04/2022 | 03/2023 |
| Destiny Wealth Partners | Tavares | FL | 03/2023 | Present |
| Destiny Family Office | Tavares | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-17 |
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