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1099 W Morse Blvd, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rwm Asset Management, Llc | Tavares | FL | 04/2015 | 10/2018 |
| Ruggie Wealth Management | Tavares | FL | 01/2017 | 10/2018 |
| Cwm, Llc | Omaha | NE | 07/2018 | 10/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2020 | 07/2021 |
| The Lifewealth Group | Orlando | FL | 10/2020 | 07/2021 |
| Diversity Fitness, Llc | Mt. Dora | FL | 10/2018 | 10/2020 |
| Fortress Wealth Group, Llc | Orlando | FL | 07/2021 | Present |
| Diversity Fitness | Mount Dora | FL | 01/2019 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-28 |
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