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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 | 2024-11-20 |
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 |
|---|---|---|---|---|
| Significant Wealth Management Dba The Lifewealth Group | Winter Garden | FL | 05/2016 | Present |
| Ae Wealth Management Llc | Topeka | KS | 12/2021 | 05/2025 |
| Clifton Mortgage Services | Maitland | FL | 02/2021 | Present |
| Student | Gainesville | FL | 08/2011 | 05/2020 |
| Lifewealth Transition Partners Llc | Winter Garden | FL | 01/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 10/2025 | Present |
| Lifewealth Investments Llc | Winter Garden | FL | 11/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 05/2018 | 10/2025 |
1.) Clifton Mortgage Services, LLC; Yes Investment Related; 670 North Orlando Ave, Suite 101 Maitland, FL 32751; Mortgage Lending; Mortgage Loan Officer; Start date 02/2021; 2 Hrs during the month; 2 Hrs during trading; Determines suitable mortgage and collection of application information. 2.) LIFEWEALTH TRANSITION PARTNERS LLC POSITION: Partner NATURE: Assisting clients to attract a buyer for their business & advising on the terms, pricing and conditions of the offer. Provide planning for business succession. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 01/01/2024 ADDRESS: 270 W. Plant St, Ste. 240, Winter Garden FL 34787, United States DESCRIPTION: Provide planning for business succession. 3.) LifeWealth Investments, LLC; Address: 270 W. Plant Street,, STE 240, Winter Garden FL 34787; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Wealth management and Financial Planning; Investment advice to clients; Approx. 120 hours per month; Approx. 120 Security Trading Hours; Start Date: 11/25/2024. 4.) Significant Wealth Management DBA The LifeWealth 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: 01/2023 5.) Name: Madison Avenue Securities; 13500 Evening Creek Drive N Suite 555, San Diego CA 92128; Yes Investment Related; Broker Dealer; Registered Representative; Start Date 05/2018; Approx.160 hours a month; Approx. 160 during trading; Securities Sales and Services
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-11 |
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