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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-26 |
Branch Locations
3723 Lake Center Drive, Mount Dora, FL 32757 • United States
5337 Millenia Lakes Blvd. Suite 405, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthcare Strategies, Llc | Apopka | FL | 03/2007 | Present |
| Adventhealth Corporate | Altamonte Springs | FL | 05/2017 | 11/2023 |
| Equitable Advisors, Llc | New York | NY | 03/2026 | Present |
WEALTHCARE STRATEGIES, LLC, 1911 BLUFF OAK ST, APOPKA, FL 32712; OWNER AND MANAGING MEMBER, RESPONSIBILITIES ARE LIMITED TO OVERSEEING THE RECEIPTS OF MOMMISSIONS EARNED PRIOR TO 2017 AND THE FILING OF ANNUAL TAX PAPERWORK. 0HRS/MO. START DATE 03/15/2007. INVESTMENT/INSURANCE RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-10 |
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