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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 2024-11-20
  • FL RA
    APPROVED
    Since 2024-11-20

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
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
  • 05/2016 → Present
    Significant Wealth Management Dba The Lifewealth Group
    Winter Garden, FL
  • 12/2021 → 05/2025
    Topeka, KS
  • 02/2021 → Present
    Clifton Mortgage Services
    Maitland, FL
  • 08/2011 → 05/2020
    Student
    Gainesville, FL
  • 01/2024 → Present
    Lifewealth Transition Partners Llc
    Winter Garden, FL
  • 10/2025 → Present
    Madison Avenue Securities
    San Diego, CA
  • 11/2024 → Present
    Lifewealth Investments Llc
    Winter Garden, FL
  • 05/2018 → 10/2025
    Madison Avenue Securities
    San Diego, CA
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-11-19
S65 Uniform Investment Adviser Law Examination 2021-11-11
  • S63 Uniform Securities Agent State Law Examination
    2025-11-19
  • S65 Uniform Investment Adviser Law Examination
    2021-11-11

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