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Melbourne Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
| MN | RA | APPROVED | 2024-11-25 |
| NY | RA | APPROVED | 2024-09-12 |
| VT | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-01-29 |
| FL | RA | APPROVED | 2022-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Colchester | VT | 02/2006 | 01/2022 |
| Nylife Securities Llc | Clochester | VT | 04/2006 | 01/2022 |
| Eagle Strategies Llc | Colchester | VT | 11/2010 | 01/2022 |
| Intrepid Wealth Partners, Llc | Melbourne Beach | FL | 03/2015 | Present |
| Bloomberg Cfp Preparation Course Lesson Plan Author | Madison | WI | 08/2018 | 06/2021 |
| Love Your Finances | Madison | WI | 02/2019 | 05/2021 |
[Mr. Notman is an owner of Couplr, Inc., a software-as-a-service (SaaS) technology company that provides a matchmaking platform connecting financial advisors and consumers. Couplr, Inc. does not provide investment advice, does not recommend securities or investment strategies, and does not manage client assets. Mr. Notman may solicit Intrepid Wealth Partners, LLC clients to invest in Couplr, Inc. Mr. Notman's compensation consists solely of an ownership interest in the company. Investment Related: Yes; Business Address: Melbourne Beach, FL 32951; Role: Owner; Start Date: 01/2022; Time Commitment: approximately 5 hours per month, 0 during trading hours. Compensation is ownership interest.] [REBL Group Holdings LLC is an entrepreneur and fathers community focused on peer support and networking. The business is not investment-related and does not involve securities, investment advice, or solicitation of advisory clients. Role/Title: Co-Owner; Business Address: Melbourne Beach, FL 32951; Role/Title: Co-Owner; Investment Related: No; 5 hours per month; 0 hours during trading hours.] [Podcast Host / Media Activity (Non-Investment-Related) Mr. Notman serves as a co-host of Rethink: The Financial Advisor Podcast, a podcast focused on industry education, practice management, and professional development for financial advisors. The podcast does not provide investment advice to the public, does not recommend specific securities or investment strategies, and is not used to solicit advisory client. Investment-Related; Business Address: Melbourne Beach, FL 3295; Start Date: Time Commitment is less than 1 hour per month, 0 during trading hours.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-06-28 |
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