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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-08-21 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
5275 Sw Longspur Lane, Palm City, FL 34990 • 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 |
|---|---|---|---|---|
| Guidance Wealth Management | Delray Beach | FL | 10/2002 | Present |
| Portfolio Medics Llc | Columbus | OH | 10/2017 | Present |
| David Moore Strategic Partners, Llc | Boca Raton | FL | 01/2018 | Present |
1. GUIDANCE WEALTH MANAGEMENT; INV RELATED, INSURANCE SALES 301 WEST ATLANTIC AVE STE 0-8 DELRAY, OWNER, FL 10/2003, DEVOTE MORE THAN 20 HOURS PER WEEK. 2. David Moore Strategic Partners, LLC, Non Investment-Related, Boca Raton, FL, accounting and business model management, 01/2018, 40-60 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-01 |
| S66 | Uniform Combined State Law Examination | 2006-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
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