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Merritt Island, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2020-06-09 |
Branch Locations
Merritt Island, FL • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Care Llc | Washington | DC | 08/2014 | 11/2021 |
| Wealth Care Llc | Austin | TX | 11/2021 | Present |
| Wealth Care Llc | Austin | TX | 12/2025 | Present |
I am a lawyer, licensed in the state of Florida. I am on "inactive" status with the Florida bar--meaning that I am in good standing, but do not practice law in Florida or anywhere else. Whitman Maxwell PLLC; Registered Agent; investment related: No; 2125 14th street NW, #325 Washington DC 20009; law firm; Passive limited partner; 11/10/2020;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-09 |
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