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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-26 |
Branch Locations
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Piedmont Community College | Monroe | NC | 11/2024 | 06/2026 |
| Homeschool | Waxhaw | NC | 08/2016 | 06/2018 |
| Parkwood High School | Monroe | NC | 08/2018 | 06/2020 |
| Homeschool | Waxhaw | NC | 08/2020 | 06/2022 |
| King's Estate Services | Monroe | NC | 06/2020 | 04/2023 |
| Sam's Xpress Car Wash | Waxhaw | NC | 06/2023 | 02/2024 |
| Videographer Self-Employed | Waxhaw | NC | 02/2024 | 11/2024 |
| Fortune Financial Services | Monaca | PA | 03/2026 | Present |
| Exodus Wealth, Llc | Waxhaw | NC | 06/2026 | Present |
(1.) 04/2026 Independent Licensed Insurance Agent; Investment Related, North Carolina, Life Accident & Health (2.) 06/20206 Exodus Wealth LLC.; Approximately 40 hours during trading hours/week; consulting clients on investment strategies, tax planning, estate planning, and various other financial matters (3.) 03/2026 Fortune Financial Services; Approximately 40 hours during trading hours/week; registered representative in training
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 2026-05-09 |
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