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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2019-04-25 |
Branch Locations
11974 Cr 101 Suite 103, The Villages, FL 32162 • United States
781 Ciara Creek Cove #1003, Longwood, FL 32750 • United States
3526 N 163 Rd Plaza, Omaha, NE 68116 • United States
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-06-30 |
| IA | RA | APPROVED | 2024-01-22 |
| FL | RA | APPROVED | 2021-04-14 |
Branch Locations
151 Calle De San Francisco Suite 200, San Juan, PR 00901 • 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 |
|---|---|---|---|---|
| Self Employed | Orlando | FL | 07/2014 | 04/2019 |
| Retirement Wealth Advisors | Orlando | FL | 04/2019 | Present |
| Talon Private Wealth, Llc | The Villages | FL | 04/2021 | Present |
RETIREMENT WEALTH ADVISORS, INC; INVESTMENT RELATED; LONGWOOD, FL; INVESTMENT ADVISORY FIRM; IAR; STARTED 04/2019; 80 HOURS/MONTH DEVOTED DURING TRADING TALON PRIVATE WEALTH, LLC; INVESTMENT RELATED; THE VILLAGES, FL, INVESTMENT ADVISORY FIRM; IAR; START DATE: 04/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-21 |
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