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2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Destiny Wealth Partners | Tavares | FL | 01/2015 | Present |
| Ruggie Wealth Management | Tavares | FL | 05/2014 | 01/2021 |
| Cwm, Llc | Omaha | NE | 07/2018 | 07/2020 |
1. H&M GLOBAL ENTERPRISE LLC; 57 S. Trowell Ave., Umatilla, FL 32784; facilitate receipt of client payments and preparation of taxes; Chief Financial Officer; 7/2018. Not investment related. 2 hours per month; zero hours per month during trading hours. 2. SECO Energy; 330 South U.S. Highway 301, Sumterville, FL 33585, non-investment related; Trustee; 8-10 hours per month; attend Board meetings; Also holds position Secretary/Treasurer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-04 |
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