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Current Employers
The Life Wealth Group

270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-16
  • FL RA
    APPROVED
    Since 2026-06-16

Branch Locations

270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Madison Avenue Securities San Diego CA 06/2026 Present
Lifewealth Investments, Llc Winter Garden FL 06/2026 Present
Florida Financial Advisors Winter Park FL 04/2021 05/2026
Mystery Hill Blowing Rock NC 04/2016 06/2020
Appalachian State University Boone NC 08/2016 12/2020
Unemployed Boone NC 12/2020 04/2021
Trinity Wealth Securities Winter Haven FL 06/2021 05/2026
  • 06/2026 → Present
    Madison Avenue Securities
    San Diego, CA
  • 06/2026 → Present
    Lifewealth Investments, Llc
    Winter Garden, FL
  • 04/2021 → 05/2026
    Florida Financial Advisors
    Winter Park, FL
  • 04/2016 → 06/2020
    Mystery Hill
    Blowing Rock, NC
  • 08/2016 → 12/2020
    Appalachian State University
    Boone, NC
  • 12/2020 → 04/2021
    Unemployed
    Boone, NC
  • 06/2021 → 05/2026
    Trinity Wealth Securities
    Winter Haven, FL
Previous Registrations
Other Businesses

1.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 06/2026; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services 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; Position: Investment Advisor Representative; Hours Per Week: 30 Hours; Start Date: 6/2026. 3.) Significant Wealth Management DBA TheLifeWealth Group; Investment Related: Yes; 270 W. Plant Street, STE 240, Winter Garden FL 34787: Nature of the Business: Financial Planning, Investment Advice,Insurance Sales, and wealth management; Position: Financial Advisor; Hours Per Week: 40 Hours; Start Date: 06/2026

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-17
  • S65 Uniform Investment Adviser Law Examination
    2021-03-17
Other Names
  • Austin Francis Wallace

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