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3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-17 |
| FL | RA | APPROVED | 2017-01-27 |
Branch Locations
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817 • United States
Oviedo, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Mortgage Associates, Inc. | Orlando | FL | 05/2013 | Present |
| Ldn Wealth, Llc | Orlando | FL | 12/2016 | Present |
| Fairstone Financial Management (City) Ltd. | London | 07/2012 | 12/2018 | |
| Purple Processing, Llc | Orlando | FL | 07/2019 | Present |
| Jerry Barker Group, Llc | Orlando | FL | 05/2019 | 04/2020 |
| Ameriteam Realty | Orlando | FL | 04/2020 | Present |
| Ldn Wealth, Llc | Orlando | FL | 02/2020 | Present |
1) Owner and licensed mortgage broker with International Mortgage Associates, Inc., - 5/2013 to Present. Not investment related, Duties include originating mortgage loans for borrowers. Spend 6% of time on this activity, none during securities trading hours. 2) Owner of John Brock-Edgar, LLC. Not-Investment related. No duties and no hours spent since this is not active. 3) Owner of Purple Processing, LLC - 7/2019 to Present. Not investment related. Duties include offering administration services for small businesses. Spend 2% of time on this activity, none during securities trading hours. 4) Real Estate Sales Associate with Ameriteam Realty - 4/2020 to Present. Not-Investment related. Duties include referring real estate clients to other agents. Spend 3% of time on this activity, none during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-06 |
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