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601 21St Street Suite 300, Vero Beach, FL 32960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2020-04-16 |
Branch Locations
601 21St St. Suite 300, Vero Beach, FL 32960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onesource Financial Management Group, Inc. | Vero Beach | FL | 05/2004 | Present |
| Horter Investment Management | Cincinnati | OH | 07/2015 | 01/2017 |
| Virtue Capital Management, Llc | Nashville | TN | 01/2017 | 09/2018 |
| Lifepro Asset Management, Llc | San Diego | CA | 09/2018 | 02/2021 |
| Onesource Wealth Management, Llc | Vero Beach | FL | 11/2018 | Present |
| Worth Unlimited Llc | Vero Beach | FL | 09/2019 | 12/2020 |
(1) ONESOURCE FINANCIAL MANAGEMENT GROUP, INC.; INVESTMENT RELATED; 601 21st Street, Third Floor, VERO BEACH, FL 32960; INSURANCE AND ANNUITY SALES, Debt elimination and budget counseling; PRESIDENT; START DATE: 05/2004 Approximately 60hours per month, generally DURING SECURITIES TRADING hours. (2) Mr. Campbell, Sr. has an unaffiliated business Money Mastery, where he may offer Clients a debt reduction/elimination financial system. Approximately 5% of his time is spent on this activity outside of trading hours. As an agent, he will receive compensation for this service. The debt reduction model is also an OBA to help clients where they need to eliminate debt (credit card, auto, home) in order to help them in their overall financial wellness. We offer this service as a stand-alone and/or integrated where it is appropriate with fixed products or assets under management. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-16 |
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