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255 Primera Boulevard Suite 160, Lake Mary, FL 32746-2168 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-01 |
Branch Locations
255 Primera Boulevard Suite 160, Lake Mary, FL 32746-2168 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Sovereign Legacy, Inc. | Longwood | FL | 12/2010 | 03/2019 |
| Sovereign Wealth Management Group, Llc | Orlando | FL | 11/2004 | Present |
| Sovereign Legacy Securities, Inc. | Southern Pines | NC | 12/2010 | 03/2018 |
| Robo Advisor, Inc. | Orlando | FL | 03/2019 | Present |
SOVEREIGN WEALTH MANAGEMENT GROUP, INC. FULL SERVICE INSURANCE AGENCY 255 Primera Blvd., Suite 160 Lake Mary, FL 32746-2168. AGENCY PROVIDES DIRECT DISTRIBUTION OF PRIVATE AND INSTITUTIONAL LIFE, HEALTH, ANNUITY, PENSION, GIC, FUNDING AGREEMENT, AND STABLE VALUE CONTRACTS. PRESIDENT START DATE; 11/2004- PRESENT 80 HOURS PER MONTH TOTAL, 20 HOURS PER MONTH DURING NORMAL TRADING HOURS. SERVE AS ORGANIZATIONAL EXECUTIVE; OVERSEE OPERATIONS, COMPLIANCE AND NEW BUSINESS DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-21 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
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