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5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-10 |
| CA | RA | APPROVED | 2024-01-03 |
Branch Locations
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| World Equity Group | Arroyo Grande | CA | 02/2009 | 11/2016 |
| Prosperity Financial Group, Inc. | San Ramon | CA | 11/2016 | 01/2024 |
| Truvestments Capital Llc Dba Lily Wealth Management | Sarasota | FL | 01/2024 | Present |
THE ESTATE PLANS. FINANCIAL PLANNING SALES AGENT. PURCHASES BOOKLET TO COMPLETE AND THEN SENDS TO ATTORNEY WHEN CLIENT HAS FINISHED. THIS IS USED WHEN CLIENT HAS ESTATE PLANNING LEGAL NEEDS. CURRENTLY DO NOT CHARGE A CLIENT A FEE FOR THIS. INSURANCE AGENT SELLING FIXED, DISABILITY AND LIFE, SPENDING 1-2 HOURS A MONTH OF WHICH ALL ARE DURING TRADING HOURS. SUMMIT TRUST COMPANY; REFERRING TRUST SERVICES, 8 HRS PER MONTH INTEGRITY BUSINESS SOLUTIONS; OFFERING NUMEROUS COST REDUCTION PROGRAMS FOR BUSINESSES; 40 HRS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-26 |
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