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Employer firm

Destiny Family Office CRD 338015

$605M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Destiny Family Office

2100 Lake Eustis Dr, Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-03
  • FL RA
    APPROVED
    Since 2026-04-03

Branch Locations

620 N. Denning Dr., Winter Park, FL 32789 • United States

2100 Lake Eustis Dr, Tavares, FL 32778 • United States

Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-20
  • FL RA
    APPROVED
    Since 2026-03-20

Branch Locations

620 N. Denning Dr., Winter Park, FL 32789 • United States

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 10/2014 10/2022
Morgan Stanley Winter Park FL 10/2022 02/2026
Destiny Wealth Partners Winter Park FL 03/2026 Present
  • 10/2014 → 10/2022
    St. Louis, MO
  • 10/2022 → 02/2026
    Winter Park, FL
  • 03/2026 → Present
    Destiny Wealth Partners
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-27
  • S66 Uniform Combined State Law Examination
    2015-04-27
Other Names
  • Eliza Fryer Williams
  • Cissy Fryer
  • Eliza Whiteside Fryer

View on SEC IAPD

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