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270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-16 |
Branch Locations
270 W. Plant Street Ste. 240, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 01/2025 | 05/2025 |
| Socialgage Media | Orlando | FL | 07/2024 | 01/2025 |
| Raymond James Financial Services Inc. | Winter Park | FL | 01/2024 | 07/2024 |
| Merrill Lynch, Pierce, Fenner & Smith | Lake Mary | FL | 01/2022 | 01/2024 |
| Costco Wholesale | Orlando | FL | 07/2021 | 01/2022 |
| Topgolf / Callaway | Orlando | FL | 09/2020 | 07/2021 |
| Chick-Fil-A | Orlando | FL | 12/2018 | 09/2020 |
| Publix | Orlando | FL | 08/2018 | 12/2018 |
| Cypress Creek High School | Orlando | FL | 08/2017 | 05/2021 |
| South Creek Middle School | Orlando | FL | 08/2014 | 06/2017 |
| Massmutual Life Insurance Co | Orlando | FL | 07/2025 | 09/2025 |
| Mml Investors Services, Llc | Orlando | FL | 07/2025 | 09/2025 |
| The Life Wealth Group | Winter Garden | FL | 10/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 01/2025 | Present |
1.) Name: Significant Wealth Management DBA The Life Wealth Group; Investment Related: Yes; Address: 270 W Plant St Suite 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, including Investment and Sale of Insurance and Estate Planning; Position: Para-Planner; Hours Per Week: 40 Hours; Start Date: 01/2026 2.) Name: LifeWealth Investments, LLC; Investment Related: Yes; Address: 270 W Plant St Suite 240, Winter Garden, FL 34787; Nature of the Business: Financial Planning, Wealth Management, Investment Advice; Position: Investment Advisor Representative; Hours Per Week: 30 Hours; Start Date: 01/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
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