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629 Cape Coral Parkway E, Cape Coral, FL 33904-8547 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-12 |
Branch Locations
629 Cape Coral Parkway E, Cape Coral, FL 33904-8547 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Llc | Cape Coral | FL | 11/2018 | 01/2020 |
| Holistic Financial Group | Savannah | GA | 03/2013 | Present |
| Retirement Wealth Advisors, Llc | Cape Coral | FL | 01/2020 | Present |
Yes - Holistic Financial Group - Support staff to financial advisors, educational platform - 15 hours Yes - DJ Strong Property Management - Vacation rental management - 2 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-19 |
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