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420 S. Orange Ave. Suite 825, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
Branch Locations
420 S. Orange Ave. Suite 825, Orlando, FL 32801 • 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 |
|---|---|---|---|---|
| Victory Cup Initiative | Winter Park | FL | 10/2014 | Present |
| Cogent Private Wealth | Orlando | FL | 11/2025 | Present |
| Vann Strategies | Winter Park | FL | 10/2014 | 10/2019 |
Victory Cup Initiative - not investment related - Winter Park, FL - charitable organization - Executive Director - 10/2014 - 40 - 0 - train not for profit leaders to become world class storytellers, teach them to network and host business classes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-22 |
| S66 | Uniform Combined State Law Examination | 1998-08-07 |
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