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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-17 |
| LA | RA | APPROVED | 2021-10-25 |
| NE | RA | APPROVED | 2021-08-20 |
| FL | RA | APPROVED | 2020-01-31 |
| CA | RA | APPROVED | 2019-12-23 |
| VA | RA | APPROVED | 2015-09-18 |
Branch Locations
11974 Cr 101 Suite 103, The Villages, FL 32162 • United States
50 Leanni Way, Palm Coast, FL 32137 • United States
109 Nature Walk Parkway #102, St. Augustine, FL 32092 • United States
781 Ciara Creek Cove #1003, Longwood, FL 32750 • United States
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
7633 E 63Rd Place, Third Floor, Tulsa, OK 74133 • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-04 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • 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 |
|---|---|---|---|---|
| Jansen Financial Services | Virginia Beach | VA | 01/2001 | 04/2018 |
| Retirement Wealth Advisors | Virginia Beach | VA | 09/2015 | Present |
| North End Financial, Llc | Virginia Beach | VA | 01/2013 | 04/2018 |
| Talon Wealth Management | The Villages | FL | 02/2016 | Present |
| Pink House Villas | Tortola | 07/2007 | Present | |
| Talen Private Wealth, Llc | The Villages | FL | 10/2020 | Present |
1) Talon Wealth Management, Investment-related, 11974 CR 101, Suite 103, The Villages, FL 32162, Insurance Sales / Investment Advisory DBA, Start Date: 02/2016, Hours Dedicated: 48 hours per month (40 hours per month during trading hours), Duties: Financial Planning & Wealth Management 2) Pink House Villas, non-investment related, 2nd Floor Yamraj Building Road Town, Tortola VG1110 BVI, 50% owner, Start Date 07/2007, hours dedicated: 10/mo 5/mo during trading hours. General property management, decision making, 3) RETIREMENT WEALTH ADVISORS, INC; INVESTMENT RELATED; LONGWOOD, FL; INVESTMENT ADVISORY FIRM; IAR; STARTED 09/2015; 80 HOURS/MONTH DEVOTED DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-12 |
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