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1621 Central Ave, Cheyenne, WY 82001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-18 |
Branch Locations
The Villages,, FL • United States
1621 Central Ave, Cheyenne, WY 82001 • 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 |
|---|---|---|---|---|
| Wealth Perks | The Villages | FL | 10/2019 | 05/2026 |
| Fiduciary Capital Management Llc | The Villages | FL | 05/2026 | Present |
| Lotto Magic | Fort Walton Beach | FL | 03/2008 | 10/2019 |
Florida Insurance Agent 10 hours per week. Non investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-28 |
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