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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
Branch Locations
3811 Airport Pulling Rd N, Naples, FL 34105 • United States
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Referee For Soccer While In High School | Naples | FL | 09/2013 | 06/2017 |
| U.S. Army | Various | FL | 06/2017 | 03/2025 |
| Yorktown Systems Group, Inc | Pyeongtaek | 02/2025 | Present | |
| Meo Wealth Management, Llc. | Naples | FL | 10/2024 | 01/2026 |
| Exodus Wealth, Llc | Naples | FL | 06/2026 | Present |
| Fortune Financial Services, Inc. | Naples | FL | 10/2025 | Present |
(1.) Yorktown Systems Group, Inc. No 350 Voyager Way NW, Suite 110, Huntsville, AL 35806 Defense Contracting Joint Operations Center Technician Employee 20 Feb 2025 168-176 hour/ month 0 hours I am a technincian for a joint operations center for a joint military unit. My position has nothing to do with securities or investments and is entry level. (2.) Exodus Wealth LLC.; RIA, investment related - Investment Adviser Representative; Approximately 20 hours per week; Approximately 15 hours during trading hours/week; consulting clients on investment strategies, tax planning, estate planning, and various other financial matters (3.) Fortune Financial Services; Broker Dealer Firm, investment related - Registered Representative; Approximately 15 hours/week or month; Approximately 10 hours during trading hours/week; consulting clients on securities and various other financial matters
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-22 |
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