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300 S Orange Ave. Suite 1000, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-25 |
| TX | RA | APPROVED_RES | 2021-12-02 |
| MD | RA | APPROVED | 2021-09-07 |
Branch Locations
300 S Orange Ave. Suite 1000, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 07/2021 | 01/2022 |
| Investably Llc | Bethesda | MD | 04/2021 | Present |
| Profunds Distributors, Inc. | Bethesda | MD | 08/2015 | 04/2021 |
| The Leaders Group Inc | Littleton | CO | 01/2024 | 01/2025 |
| Prosperably Llc | Bethesda | MD | 08/2024 | Present |
| Happy Wealthy Me Llc | Bethesda | MD | 01/2025 | Present |
| Lendbly Llc | Miami | FL | 01/2025 | Present |
1.) ComercioTV; NO; Miami, FL; Media & Entertainment; Featured Expert Guest Contributor; 03/2024; 6/ HRS MO; 4/ HRS MO; Appear on a live television series to speak generally on broad topics during featured segments. 2.) Prosperably, LLC- 08/2024 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Independent insurance agent, helping wealth advisory clients obtain appropriate retirement income solutions or term insurance in alignment with their financial plan, Invt Rel, Insurance business, 8 hrs/mo; 4 hrs/mo (during trading hours). 3.) Happy Wealth Me LLC - 01/2025 - 7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814 - Founder & CEO, Financial wellness and education, Not Invt Rel, RA business, 10 hrs/mo; 0 hrs/mo (during trading hours). 4.) Lendbly LLC - 02/2025 - Miami, FL - Managing Member - Affiliate online marketing relationships, drive digital traffic to web content, online education on broad lending topics - 3-5 weekend hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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