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270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-16 |
Branch Locations
270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
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