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9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-04-10 |
Branch Locations
9127 Sw 52Nd Ave D-102, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Markey Wealth Management, Inc. | Gainesville | FL | 01/2015 | 08/2017 |
| Markey Investment Management | Gainesville | FL | 01/2015 | 08/2017 |
| Markey Insurance Associates | Gainesville | FL | 01/2015 | 08/2017 |
| Fusion Capital Management | Gainesville | FL | 01/2018 | Present |
| Dtrt Insurance Services | Gainesville | FL | 01/2018 | Present |
| Dtrt Advisors | Gainesville | FL | 01/2018 | Present |
| Unemployed | Gainesville | FL | 08/2017 | 01/2018 |
1. DTRT Advisors.; INVESTMENT-RELATED; GAINESVILLE, FL;Vice President; 01/2018; 180-200 HRS/MO; 180-200 HRS/MO DURING SECURITIES TRADING HOURS; TAX PREPARATION SERVICES, CLIENT RELATIONSHIP MANAGER. 2. DTRT INSURANCE Services; INVESTMENT-RELATED; GAINESVILLE, FL; INSURANCE AGENT; 01/2018; 28-32 HRS/MO; 28-32 HRS/MO DURING SECURITIES TRADING HOURS; MEDICARE PLANNING, INSURANCE PLANNING, ADMINISTRATIVE SUPPORT, MAINTAINING LICENSES WITH CONTINUING EDUCATION AND QUALIFICATION TRAINING, MARKETING. 3. Trusted Family Partners, LLC.- Non-Investment Related. Tax and Business Consulting. Me. Peterson is an enrolled agent with the IRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-16 |
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
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