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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collaborative Wealth | Stuart | FL | 07/2025 | Present |
| High School | Stuart | FL | 08/2022 | Present |
| Elementary & Middle School | Port St Lucie | FL | 08/2014 | 08/2022 |
| Whits Of Stuart | Stuart | FL | 07/2021 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-25 |
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