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1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-11 |
Branch Locations
1900 S. Harbor City Blvd Suite 327, Melbourne, FL 32901 • United States
9026 Jefferson Hwy Suite 501, Baton Rouge, LA 70809 • 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 |
|---|---|---|---|---|
| Tax & Retirement Solutions, Inc. | Baton Rouge | LA | 04/2007 | Present |
| Ridge Capital Advisors, Llc | Baton Rouge | LA | 01/2018 | 04/2019 |
| Sound Income Strategies, Llc | Baton Rouge | LA | 04/2019 | 06/2025 |
| Kovack Advisors, Inc. | Fort Lauderdale | FL | 10/2025 | 03/2026 |
| Proverbi Capital Advisors, Llc | Melobourne | FL | 03/2026 | Present |
| Pelton Holdings, Llc | Baton Rouge | LA | 01/2025 | Present |
| Exclusive Estate Holdings, Llc | Baton Rouge | LA | 05/2024 | Present |
| Drew Pelton Retirement Solutions | Baton Rouge | LA | 10/2025 | Present |
| Secured Financial Solutions | Baton Rouge | LA | 07/2025 | Present |
(1) Drew Pelton Retirement Solutions; No; Baton Rouge, LA; Owner; 10/2025; (2) Pelton Holdings, LLC; No; Baton Rouge, LA; Owner; 01/2025; 1% of time. OPERATE OFFICE BUILDING; (3) Exclusive Estate Holdings, LLC; No; Baton Rouge, LA; Managing Member; 05/2024; 1% of time. VACATION RENTAL PROPERTIES (4) Tax & Retirement Solutions, Inc.; No; Baton Rouge, LA; Owner/ President; 04/2007; XX% of time. ASSESS CLIENT'S FINANCIAL SITUATIONS (5) YOUR MRL WITH DREW PELTON; No; Baton Rouge, LA 70809; RADIO SHOW; HOST & CONTENT CREATOR; 1% OF TIME SPENT. (6) Secured Financial Solutions; yes; Scottsdale, AZ ;Insurance Services; Insurance Agent; 07/2025; 50% of time
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-04 |
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