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7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-16 |
Branch Locations
7009 Dr Phillips Blvd Suite 260, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Orlando | FL | 07/2010 | 03/2020 |
| Delta Securities Company, Llc | Maitland | FL | 03/2020 | 02/2022 |
| Delta Capital Management, Llc | Maitland | FL | 03/2020 | 05/2022 |
| Apw Capital, Inc. | Rockaway | NJ | 02/2022 | Present |
| American Harbour Wealth Management, Llc | Orlando | FL | 03/2021 | Present |
Insurance Sales, no, 475 Mickleton Loop Ocoee FL 34761, nature: Insurance, Independent Agent, Sole Prop., 3/14/2001, hours: 2 investment related hours: 0, insurance sales. Description: life, disability, and annuity sales. American Harbour Wealth Management, LLC, Investment related:Yes, 7009 Dr Phillips Blvd, Orlando, Florida, 32819, , Principal Advisor, 08/16/2022, 140, Investment Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-16 |
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