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800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
| CO | RA | APPROVED | 2025-01-07 |
| FL | RA | APPROVED | 2025-01-07 |
| MI | RA | APPROVED | 2025-01-07 |
| NJ | RA | APPROVED | 2025-01-07 |
| WI | RA | APPROVED | 2025-01-07 |
| GA | RA | APPROVED | 2024-05-02 |
| OH | RA | APPROVED | 2024-02-27 |
| IL | RA | APPROVED | 2024-02-13 |
| PA | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED | 2024-02-13 |
| VA | RA | APPROVED | 2024-02-13 |
Branch Locations
999 Vanderbilt Beach Road Ste 609, Naples, FL 34108 • United States
800 N. Orange Avenue Suite 302, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edison Ave | Bonita Springs | FL | 08/2015 | Present |
| Mass Mutual | Fort Myers | FL | 01/2016 | 11/2017 |
| Pelican Wealth Advisors Llc | Bonita Springs | FL | 11/2017 | 11/2018 |
| Acb Advisory Group Llc Dba Collegiate Funding Strategists | Bonita Springs | FL | 05/2016 | Present |
| Summit Wealth Partners, Llc | Orlando | FL | 11/2018 | Present |
| Buff Law Firm, Pllc Dba Safe Harbor Law Firm | Naples | FL | 05/2022 | Present |
Edison Ave; Bonita Springs, FL; real estate agent; 8/2015 to present; not investment related; 20 hrs/month** ACB Advisory Group LLC;Bonita Springs,FL 33907;INVESTMENT RELATED;FIXED,DI,LTC;AGENT, Start: 05/2016; DBA Collegiate Funding Strategists; College Funding Planner, started 04/2018; 60HRS/MO;25HRS/MO combined DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-01 |
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