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1920 E. Robinson St., Orlando, FL 32803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-02-06 |
| FL | RA | APPROVED | 2006-01-02 |
Branch Locations
1920 E. Robinson St., Orlando, FL 32803 • United States
1986 Us-1 Suite 102, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Tax & Investments, Inc./Ati Professional Services/ Adva | Orlando | FL | 10/2003 | Present |
ASSET ARCHITECTS - WEALTH ADVISORY FIRM OFFERING TAX, INSURANCE, FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES. LOCATED AT: 1920 E. ROBINSON ST., ORLANDO, FL 32803. FOUNDER AND PRINCIPLE SINCE 10/2003. SPLIT OF TIME 60% ASSET ARCHITECTS, 40% MONEY MANAGEMENT WITH TAM PORTFOLIOS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-29 |
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