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Expressive Wealth LLC CRD 329974
$165M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-08-05 |
| FL | RA | APPROVED | 2024-03-11 |
Branch Locations
6601 N. Avondale Ave Suite 200, Chicago, IL 60631 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2016 | 07/2024 |
| Wealthtrust Asset Management, Llc | Destin | FL | 04/2015 | 03/2024 |
| Expressive Wealth Llc | Destin | FL | 03/2024 | Present |
| Coldwell Banker Real Estate | Destin | FL | 09/2020 | Present |
1) Real Estate Sales Associate. Non-Investment Related. 4458 Legendary Drive, Suite 100, Destin, FL 32541. Real Estate Brokerage, Sales Associate. Start 9/2020. 5hr/mo, not during trading hours. Real Estate sales associate with Coldwell Banker. 2) Independent insurance agent since 09/2012; Destin, FL; investment related; selling insurance products; 5 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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