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3233 Thomasville Road, Tallahassee, FL 32308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
Branch Locations
3233 Thomasville Road, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Tallahassee | FL | 03/2022 | 07/2025 |
| Proper Wealth/Massmutual Life Insurance Company | Tallahassee | FL | 03/2022 | 07/2025 |
| Elliott Davis | Charlotte | NC | 02/2018 | 03/2022 |
| Thomas Howell Ferguson | Tallahassee | FL | 09/2016 | 02/2018 |
| Pw Advisors, Llc Dba Proper Wealth | Tallahassee | FL | 07/2025 | Present |
| Lpl Financial Llc | Tallahassee | FL | 07/2025 | Present |
1) 07/21/2025 - Real Estate Rental - Inv Related - AL 35206-3915 - Start date 05/01/2021 - 0 Hrs/Mth - 0 Hrs During Trading. 2) 07/21/2025- Align Wealth Planning, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - Start date 04/01/2025 -0 Hrs/Mth - 0 Hrs During Trading. 3) 07/21/2025- Flightline Group Inc - Outside/W-2 Employment - Non Inv Related - Tallahassee, FL 32310 -Start date 04/01/2025 - 140 hrs per month - 50 % time spent 4) 07/21/2025- PW Financial - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) Start date :07/21/2025 - 40 Hrs/Mth - 2 Hrs During Trading.- 25 % Time Spent 5) 07/22/2025 - PW Advisors LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location (s) - Start Date:07/21/2025 - 40 Hrs/Mth - 2 Hrs During Trading.I provide investment advisory services through PW Advisors LLC, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 07/22/2025 - Proper Wealth LLC - Registered Investment Advisor DBA - At reported business location (s) - Investment Related - Start Date:07/21/2025 - 40 Hrs/Mth - 2 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
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