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224 E. Marks St., Orlando, FL 32803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | 111 N. Orange Ave., Ste 1525 | FL | 05/2011 | 05/2020 |
| Woodbury Financial Services Inc | Orlando | FL | 12/2020 | 03/2022 |
| Self Employed | Orlando | FL | 06/2020 | 12/2020 |
| Woodbury Financial Services Inc | Orlando | FL | 01/2021 | 03/2022 |
| Tripletail Wealth Management | Orlando | FL | 10/2019 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2022 | 12/2023 |
1) TRIPLETAIL WEALTH MANAGEMENT. Investment Related. Located at 224 E Marks Street, Orlando, FL 32803. Nature - RIA. Position - Member. Start - 10/2019. 160 hours per month, all during trading hours. Duties - Advisory Services, Financial Planning, Estate planning. 2) FIXED INSURANCE. Investment Related. Located at 224 E Marks Street, Orlando, FL 32803. Nature - Insurance. Position - Agent. Start - 01/2021. 3 hours per month, not during trading hours. Duties - sell insurance products. 3) FLORIDA FAMILY TRUST SERVICES, LLC. Not Investment related. Located at 224 E. Marks St. Orlando FL 32803. Nature- Professional fiduciary company for accounting purposes. Position - Member. Duties- Erik Bonnett serves as a professional fiduciary (trustee) for a few clients who need that service. Start date- 2024-11-21. Hours per month devoted to business during trading hours- 5. Hours per month devoted to business outside trading hours- 5. Percentage of total yearly compensation expected to be derived from the business- 4. Website address for the organization- fftrustservices.com. 4) Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation. Not Investment related. Located at 12030 Sunrise Valley Drive, Suite 450 Reston VA 20191. Nature- Public Foundation. Position - Director. Duties- Oversee and advise on direction of the Foundation. Start date- 2024-12-20. Hours per month devoted to business during trading hours- 3. Hours per month devoted to business outside trading hours- 5. Percentage of total yearly compensation expected to be derived from the business- 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-28 |
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