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Current Employers
Freedom Financial Management, Inc

2013 Live Oak Blvd Suite K, Saint Cloud, FL 34771 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-12
  • FL RA
    APPROVED
    Since 2023-12-12

Branch Locations

2013 Live Oak Blvd Suite K, Saint Cloud, FL 34771 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Financial Management, Inc Orlando FL 08/2005 Present
Previous Registrations
  • 2006-08-25 → 2013-07-08
    Freedom Financial Management, Incorporated
    Orlando, FL
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-07
  • S65 Uniform Investment Adviser Law Examination
    2023-07-07

View on SEC IAPD

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