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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
1499 Gulf To Bay Blvd, Clearwater, FL 33770 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Insurance Marketing Dba Ida Of Fl | Clearwater | FL | 01/1995 | Present |
| Mutual Trust Co. Of America Securities | Clearwater | FL | 08/1990 | 08/2023 |
| Universal Financial Consultant | Clearwater | FL | 01/1991 | Present |
| The Leaders Group Inc | Littleton | CO | 08/2023 | Present |
| Simplicity Wealth | Summit | NJ | 08/2024 | Present |
| Vivo Apartments Longmont Llc | El Segundo | CA | 04/2001 | Present |
| Vivo Living Wilmington Llc | El Segundo | CA | 12/2001 | Present |
| Vivo Apartments Greenville Llc | El Segundo | CA | 07/2001 | Present |
| Vivo Living Kissimmee | El Segundo | CA | 07/2021 | Present |
| Vivo Apartments Omaha Llc | El Segundo | CA | 05/2021 | Present |
| Vivo Living Willowbrook Llc | El Segundo | CA | 12/2021 | Present |
| Vivo Apartments Owner New Braunfels Llc | El Segundo | CA | 04/2021 | Present |
| Decatur Chc Lp Equity Llc | El Segundo | CA | 04/2021 | Present |
| Fulton F&F High Street Llc | Raleigh | NC | 10/2021 | Present |
| Petersburg Place Investors Llc | Gastonia | NC | 02/2020 | Present |
| Shipyard Wilmington Investors Llc | Gastonia | NC | 08/2019 | Present |
| Cow Boston Senior Living Llc | Petersburg | FL | 11/2022 | Present |
| Cow Granburrysenior Living Llc | Petersburg | FL | 09/2022 | Present |
| Tara Hills Knoxville Investors Llc | Gastonia | NC | 05/2019 | Present |
| Cow Ocean View Portfolio Llc | St Petersburg | FL | 05/2022 | Present |
| 1499 Gulf Llc | Clearwater | FL | 11/2020 | Present |
| Vc Realty Llc | Largo | FL | 12/2023 | Present |
| Sunshine On Ulmerton | Largo | FL | 12/2023 | Present |
| Sunshine On Court | Clearwater | FL | 08/2024 | Present |
| Sunshine On Missouri | Clearwater | FL | 08/2024 | Present |
UNIVERSAL FINANCIAL CONSULTANTS - 1/1/1991 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours. BROKER INSURANCE MARKETING dba IDA OF FL - 1/1/1995 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours The Leaders Group, 08/2023, 26 west dry creek cir suite 800 Littleton CO 80120, Registrered rep, Investement related-Number if hours/month 0-Registered rep Vivo Apts LongmontLLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property- Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Wilmington LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Greenville LLC-Not invt rel2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-7/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Kissimmee LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-9/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Omaha LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-05/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Willowbrook LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Owner-Not invt rel- New Braunfels LLC-2260 E Imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-4/2021-appx no.of hours/month you devote to the other business-0, rental property Decatur CHC LP Equity LLC-not invt rel-2040 Bosyon Rd Ste 20 Wilbraham MA 01095-Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Fulton F7F high St LLC-not invt related-817 Hillsborough St Ste F104 Raleigh NC 27603-Partner-10/2021-appx no of hours/month you devote to the other business-0, rental property Petersburg Place Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Shipyard Wilmington Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Cow Boston Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental property Cow Granbury Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental propertyTara Hills Knoxville Investors LLC-not invt related-245 W main Ave Gastonia NC 28052-05/2019-Partner-appx no of hours/month you devote to the other business-0, rental property 1499 Gulf LLC-1499 Gulf To Bay Blvd CLearwater FL-not invt rel-11/2020-Owner/Partner-appx number of hours/week you devote to the other business-10, rental property VC Realty LLC-308 harborview rd Largo FL 33770-12/2023-not invt rel-Owner/Partner-appx number of hours/month you devote to the other business-0, rental property Sushine on Ulmerton-9475 Ulmerton rd Largo FL 33771-12/2023-not invt rel-Owner-appx number of hours/month you devote hrs/week-7 carwash Sunshine on Crt-1175 Court st Clearwater FL 33756-8/2024-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash Sunshine on MIssouri-1430sMissouri Ave Clearwater FL 33756-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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