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1099 W Morse Blvd, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2020-12-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 06/2016 | 04/2020 |
| Fortress Wealth Group, Llc | Orlando | FL | 06/2020 | Present |
1) LICENSED INSURANCE ADVISOR; INVESTMENT RELATED; 608 E CENTRAL BLVD, ORLANDO, FL 32801; INSURANCE SALES; INSURANCE AGENT; 4/2020 2) WINTER SPRINGS PROPERTY; NOT INVESTMENT RELATED; 250 E PANAMA ROAD, WINTER SPRINGS, FL 32708; MANAGING THE FARM/PROPERTY; OWNER; STARTED 5/31/2024; 8 HOURS/MONTH; 0 HOURS/MONTH DURING TRADING HOURS; COMMERCIAL/RESIDENTIAL LAND WITH INTENT FOR FUTURE DEVELOPMENT/BUSINESS OPERATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-06 |
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