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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 | 2024-12-16 |
Branch Locations
270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Independence | OH | 01/2021 | 01/2024 |
| Integrity Financial, Next Financial | Independence | OH | 10/2019 | 01/2021 |
| Hoty Enterprises | Sandusky | OH | 12/2017 | 10/2019 |
| Baldwin Wallace University | Berea | OH | 08/2014 | 12/2017 |
| Ohio Auditor Of State | Cleveland | OH | 05/2017 | 08/2017 |
| Kuper Hilton & Kaminski | North Omsted | OH | 01/2017 | 04/2017 |
| B&B Paper Converters | Cleveland | OH | 06/2012 | 01/2017 |
| The Lifewealth Group | Winter Garden | FL | 01/2024 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2024 | Present |
| Ae Wealth Management | Topeka | KS | 01/2024 | 05/2025 |
| Lifewealth Investments Llc | Winter Garden | FL | 11/2024 | Present |
1. NAME: SJJJ; ADDRESS: 681 MOORE ROAD, AVON LAKE, OH 44012; INVESTMENT RELATED: YES; POSTION: MINORITY OWNER OF COMMERCIAL REAL ESTATE COMPANY; DUTIES: NO MANAGEMENT ROLE; HOURS PER WEEK: 0 HOURS PER WEEK; START DATE: STARTED AS A MINOR; 2. JMJ MANAGEMENT; ADDRESS: SANDUSKY, OH; INVESTMENT RELATED: NO; POSITION: APAR CONSULTANT; DUTIES: ASSISTING WITH ACCOUNTING FUNCTIONS; HOURS PER WEEK: 0 HOURS PER WEEK; START DATE: 01/2010; 3. NAME: SIGNIFICANT WEALTH MANAGEMENT DBA THE LIFEWEALTH GROUP; ADDRESS: 270 W PLANT STREET STE 240, WINTER GARDEN FL 34787; INVESTMENT RELATED: YES; POSITION: INSURANCE AGENT; DUTIES: SALES OF ANNUITIES, INSURANCE, AND OTHER PRODUCTS, FINANCIAL PLANNING; HOURS PER WEEK: 40 HOURS PER WEEK; START DATE: 01/22/2024; 4. NAME: MADISON AVENUE SECURITIES, LLC; ADDRESS: 270 W PLANT STREET STE 240, WINTER GARDEN FL 34787; INVESTMENT RELATED: YES; POSITION: REGISTERED REPRESENTATIVE; DUTIES: BROKER-DEALER; HOURS PER WEEK: 40 HOURS PER WEEK; START DATE: 01/22/2024; 5. LifeWealth Investments, LLC; Yes Investment Related; 270 W. Plant Street, Suite 240, Winter Garden FL 34787; Position: Registered Investment Adviser; Wealth Management; Start Date: 11/2024; Approx 120 hour per month; Approx 120 hours during trading; Investment Management and Financial Planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
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