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224 E. Marks St., Orlando, FL 32803 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Orlando | FL | 05/2013 | 11/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2016 | 02/2019 |
| Cetera Investment Advisers Llc | Orlando | FL | 05/2016 | 02/2019 |
| Woodbury Financial Services Inc | Orlando | FL | 11/2019 | 03/2022 |
| Tripletail Wealth Management | Orlando | FL | 11/2019 | Present |
| Woodbury Financial Services | Orlando | FL | 11/2019 | 03/2022 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2022 | Present |
1) TRIPLETAIL WEALTH MANAGEMENT, LLC. Investment related. Located at 224 E. Marks Street, Orlando, FL 32803. Nature - RIA. Position - Manager. Start - 11/2019. 160 hours per month, all during trading hours. Duties - Advisory Services, Financial Planning, Estate Planning, Client Acquisition and Retainment. 2) FIXED INSURANCE. Investment related. Located at 224 E. Marks Street, Orlando, FL 32803. Nature - Fixed / Traditional Insurance. Position - Agent. Start - 01/2021. 3 hours per month, all during trading hours. Duties - sales of Fixed / Traditional Insurance products. 3) PKS FINANCIAL. Investment related. Located at 80 State Street, Albany NY 12207. Nature - Fixed / Traditional Insurance. Position - Agent. Start - 07/2022. 5 hours per month, all during trading hours. Duties - sales of Fixed / Traditional Insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-29 |
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