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2100 Lake Eustis Dr., Tavares, FL 32778 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance | Bethesda | MD | 08/2012 | 07/2018 |
| Unemployed | Rockville | MD | 07/2018 | 01/2019 |
| State Farm | Bethesda | MD | 01/2019 | 06/2023 |
| Legacy Capital Partners | Germantown | MD | 07/2023 | 11/2023 |
| Vintage Financial Partners | Rockville | MD | 04/2024 | 08/2025 |
| Unemployed | Rockville | MD | 11/2023 | 04/2024 |
| Destiny Wealth Partners | Tavares | FL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-28 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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