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1099 W Morse Blvd, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Winter Park | FL | 07/2013 | 05/2023 |
| Fortress Wealth Group, Llc | Orlando | FL | 06/2023 | 06/2024 |
| Pfm Financial Advisors Llc | Orlando | FL | 06/2024 | 01/2025 |
| Fwg Holdings, Llc | Winter Park | FL | 02/2025 | Present |
| Evershore Financial Group | Matiland | FL | 07/2022 | 12/2022 |
| Orange Tree Golf Club | Orlando | FL | 05/2019 | 07/2022 |
| Jersey Mikes | Orlando | FL | 06/2016 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
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