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916 20Th Place, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elite Tax Advisory Services, Llc | Vero Beach | FL | 01/2008 | Present |
| Forta Financial Group, Inc | Greenwood Village | CO | 10/2020 | 12/2020 |
| Brookstone Wealth Advisors, Llc | Vero Beach | FL | 05/2022 | 07/2022 |
| Brookstone Wealth Advisors | Wheaton | IL | 05/2022 | 07/2022 |
| Impact Partnership Wealth, Llc | Marietta | GA | 08/2022 | 12/2023 |
| Herndon Wealth Services Inc. | Vero Beach | FL | 03/2024 | Present |
| Tillery Organics, Llc; | Vero Beach | FL | 12/2019 | Present |
ELITE TAX ADVISORY SERVICES, LLC; INVESTMENT RELATED; VERO BEACH, FL; TAX PREPARATION SERVICES, TAX PREPARATION, INSURANCE AGENT; JANUARY 2008; 160 Hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S66 | Uniform Combined State Law Examination | 1998-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-18 |
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