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St. Thomas, VI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-30 |
| VI | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategy Group Vi, Llc | St. Thomas | VI | 07/2019 | 03/2023 |
| International Capital & Mangement Company | St. Thomas | VI | 06/2015 | 11/2018 |
| Org Partners | St Thomas | VI | 01/2023 | 04/2024 |
| Freedom Financial Advisors, Llc | St. Thomas | VI | 06/2019 | Present |
| Wealth Builders Vi | St. Thomas | VI | 12/2018 | 07/2019 |
| Estateshield Vi, Llc | St. Thomas | VI | 06/2024 | Present |
EstateShield VI, LLC,; not investment related, St. Thomas VI, Technology Firm, Founder, 10 hours per month none during trading hours. Waterfront 72 Kronprindsens Gade, LLC; not investment related, St. Thomas VI, Real Estate Management, Partner, 20 hours per month none during trading hours. Insurance Agent; US Virgin Islands; part of financial planning business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-09 |
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