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85 Railroad Place Suite 101A, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-08-16 |
Branch Locations
1600 E Main Street Suite 201, Danville, IN 46122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Contracted With Edu Financial Strategies | Indianapolis | IN | 02/2004 | 09/2018 |
| Edu Wealth Advisors Llc | Indianapolis | IN | 12/2015 | 09/2018 |
| Quartz Partners Investment Management | Clifton Park | NY | 08/2023 | Present |
| Florence Wealth Llc | Danville | IN | 09/2018 | Present |
| Kalos Management Inc | Alpharetta | GA | 05/2020 | Present |
President Florence Wealth LLC Investment Related Insurance Sales- Life, Accident & Health February 2018-current 140 hours per month The involvement with this entity may be occasionally necessary during security trading hours Assists with planning using insurance related financial products Florence Wealth LLC and D Florence Investments LLC are affiliated entities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-29 |
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