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601 21St Street Suite 300, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NJ | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-04-02 |
| TX | RA | APPROVED_RES | 2024-03-28 |
Branch Locations
601 21St Street Suite 300, Vero Beach, FL 32960 • United States
3350 Riverwood Parkway Suite 2215, Atlanta, GA 30339-3350 • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 11/2015 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2015 | 08/2020 |
| Saxony Securities | St. Louis | MO | 08/2020 | 05/2021 |
| Bridgeway Wealth Partners | New York | NY | 08/2020 | 10/2023 |
| Cape Investment Advisory, Inc. | Mcdonough | GA | 10/2023 | 04/2024 |
| Cape Securities, Inc. | Mconough | GA | 12/2023 | 04/2024 |
| Innovation Partners | Charlotte | NC | 09/2024 | 08/2026 |
| Rfif Enterprises Llc | Wayne | PA | 09/2023 | Present |
| Cardea Capital Advisors Llc | Vero Beach | FL | 03/2024 | Present |
| 3Ico Securities Llc | Conshohocken | PA | 08/2026 | Present |
1. Cardea Capital Advisors; investment-related; start date: 5/1/2023; 3350 Riverwood Pkwy Suite 2215 Atlanta, GA 30339 (main office Vero Beach FL); www.cardeacap.com; Advisory/Asset Management; IAR of Cardea Capital Advisors RIA; manages client assets; 140 hrs per month mainly during trading hours. 2. 3iCO Securities; investment-related; start date: 08/2026; Conshohocken, PA; www.3icosecurities.com; registered representative of broker-dealer engaged in private investment activities for sophisticated clients; 20 hrs per month/half during trade hours. 3. RFIF Enterprises LLC, a Michigan limited liability company; non-investment related; Start date: 09/2023; Owner/Manager; Wayne, PA; technology development; 10 hours outside of business trading hours per month. 4. Various other non investment-related charitable activities not required to be reported.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-18 |
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