Thomas Huey Ruggie

Current Employers

Employment History

• 06/2010 → 10/2016
  Purshe Kaplan Sterling
  Albany, NY
• 02/2013 → 11/2020
  Asset Advisors Of America, Llc
  Longwood, FL
• 12/1996 → 01/2021
  Ruggie Capital Group, Inc. (Dba Ruggie Wealth Management)
  Tavarres, FL
• 09/2018 → 07/2020
  Cwm, Llc
  Omaha, NE
• 07/2014 → Present
  Destiny Wealth Partners
  Tavares,, FL
• 09/2025 → Present
  Destiny Family Office
  Tavares, FL

Previous Registrations

• 2008-07-31 → 2021-01-07
  Ruggie Wealth Management
  Tavares, FL
• 2013-12-19 → 2020-11-19
  Asset Advisors Of America, Llc
  Longwood, FL
• 2018-07-11 → 2020-07-01
  Cwm, Llc
  Tavares, FL
  Omaha, NE
• 2010-11-08 → 2014-06-10
  401K Generation
  Tavares, FL
• 2004-05-13 → 2009-06-09
  Lpl Financial Llc
  Tavares, FL
  Orlando, FL
  Eustis, FL
• 1995-08-11 → 2004-05-28
  Ws Griffith Securities, Inc.
  Tavares, FL

Other Businesses

1. MUSEUM OF CRIME AND PUNISHMENT; former RWM client and investor; mutual client, no compensation; capital investment in museum start-up, located in Washington DC; Thomas Ruggie Invested $100,000. Not investment related. 0 hours per month; 0 hours per month during trading hours. 2. RUSO, LLC; Partnership set up with client to invest into various ventures; Partner; started in 2020; investment related; 1 hour per month, 1/2 hour during trading hours. 3. FLORIDA MEZZANINE FUND; PASSIVE INVESTMENT; Private mezzanine financing company; Start date: 3/7/2001. Investment related. 1 hour per month, 1 hour per month during trading hours. 4. WINTER PARK ANGELS; PASSIVE INVESTMENT; Private entity; Start date: 01/2008. Investment related. 1 hour per month, 1 hour per month during trading hours. 5. Destiny Family Office, 2100 Lake Eustis Drive, Tavares, FL 32778; Full service financial & lifestyle assistance for high net worth clients/families; Focuses specifically on high net worth clients/families to provide superior financial and other lifestyle assistance. President, 1/1/2016-present; Investment related; 40 hours per month, 40 hours during trading hours. 6. OUTSIDE SALES OF NON-VARIABLE INSURANCE/INDEPENDENT FIXED INSURANCE BUSINESS/PROPERTY AND CASUALTY; 2100 Lake Eustis Drive, Tavares, FL 32778, FL. 05/14/04. Sell malpractice insurance to doctors. Not investment related. 3 hours per month, 1 hour per month during trading hours. 7. RUMO, LLC/50-50 split with Tony Moreno (LPL REP ID #0K1B) for the purpose of real estate investments/2100 Lake Eustis Drive, Tavares, FL 32778, FL. 05/25/06. Not investment related. 1 hour per month, 0 hours per month during trading hours. 8. SOLICITORS AGREEMENT; May refer clients to MPRPC for management shared clients with current firm; 2100 Lake Eustis Drive, Tavares, Fl. 32778; Works with MORENO, PEELEN, RUGGIE, PINTO AND CLARK, A firm in Orlando that offers business planning and additional services complimentary to ours. Not investment related. 1 hour per month, 1 hour per month during trading hours. 9. TOM AND KIM RUGGIE FAMILY FOUNDATION. President and Treasurer. 01/2013. Not investment related. 10 hours per month, 1 hour per month during trading hours. 10. WUW PROPERTIES; 2800 West Old Hwy 441, Mount Dora, FL 32757; Property holding company; President; 04/2013. Owns real estate position. Not investment related. 2 hours per month; 0 during trading hours. 11. GBOOGS; 2100 Lake Eustis Dr, Tavares, FL 32778; property management; entity owns property which will become our new meeting offices in Winter Park. Owner; started 04/2014. Not investment related. 2 hours per month, 2 hours during trading hours. 12. TOES IN THE WATER HOLDINGS, LLC; partnership set up with client to invest into various ventures; Partner; started in 2020; investment related; 1 hour per month, 1/2 hour during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-06-26

Designations

Other Names

• Tom Ruggie