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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-03-24 |
Branch Locations
801 Broad Street, Brooksville, FL 34601 • United States
20625 Amberfield Drive, Land O' Lakes, FL 34638 • United States
109 Ne 4Th St, Crystal River, FL 34429 • United States
5327 Commercial Way Unit C 114, Spring Hill, FL 34606 • United States
5469 Spring Hill Drive, Spring Hill, FL 34606 • United States
2 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 |
|---|---|---|---|---|
| Campbell & Company | Spring Hill | FL | 07/2013 | 08/2017 |
| Retirement Wealth Advisors | Spring Hill | FL | 03/2016 | Present |
| Gallantry Development Group, Llc | Spring Hill | FL | 09/2017 | Present |
| Valor Money Management, Inc. | Spring Hill | FL | 09/2017 | 05/2019 |
| Preferred Financial Advisors | Spring Hill | FL | 01/2013 | 09/2017 |
| Suncoast Cpa Group | Spring Hill | FL | 04/2018 | Present |
| American Retirement Institute | Kennesaw | GA | 03/2019 | Present |
| Take Point Wealth Management | Spring Hill | FL | 05/2019 | Present |
(1) Gallantry Development Group, Inc. 5471 Spring Hill Dr. Spring Hill, FL 34606. Not investment Related, Building Spec. Homes, Managing Member, 40 hrs/ mo, 24 hrs/ mo during trading, Buying lots, building spec homes; selling the homes, some sales consulting and project management (2) SunCoast CPA Group, investment related, 5471 Spring Hill Dr. Spring Hill, FL 34606, CPA Referrals, Contractor, April 2018, 5 hrs/mo all during trading; Currently just a referral relationship and office within SunCoast's offices. In the coming months we may put a partnership together and share compensation. (3) American Retirement Institute, investment related, 3550 George Busbee Pkwy NW, Kennesaw, GA 30144, Financial Education, Financial Instructor, 4 hrs/ month (zero trade hours). Teaching educational courses. (4) TAKE POINT WEALTH MANAGEMENT; INVESTMENT RELATED; 5471 SPRING HILL DRIVE, SPRING HILL, FL 34606; INVESTMENT ADVISORY, INSURANCE, TAX PREP; OWNER; STARTED 05/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES, SALE OF INSURANCE PRODUCTS AND TAX PREPARATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-10 |
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
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