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Mitchel Travis Faulkner

Destiny Wealth Partners, LLC

Tavares, FL

Boca Raton, FL

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Current Employers
Destiny Wealth Partners, Llc

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-23
MO RA APPROVED 2025-09-18
  • FL RA
    APPROVED
    Since 2026-02-23
  • MO RA
    APPROVED
    Since 2025-09-18

Branch Locations

2100 Lake Eustis Dr., Tavares, FL 32778 • United States

1801 N. Military Trail Suite 120, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenway Family Office St. Louis MO 09/2017 11/2020
Alvery Bartlett Group Clayton MO 12/2016 09/2017
Na Clayton MO 06/2013 11/2016
Mai Capital Management St. Louis MO 11/2020 09/2025
Destiny Wealth Partners Boca Raton FL 09/2025 Present
  • 09/2017 → 11/2020
    Greenway Family Office
    St. Louis, MO
  • 12/2016 → 09/2017
    Alvery Bartlett Group
    Clayton, MO
  • 06/2013 → 11/2016
    Na
    Clayton, MO
  • 11/2020 → 09/2025
    Mai Capital Management
    St. Louis, MO
  • 09/2025 → Present
    Destiny Wealth Partners
    Boca Raton, FL
Previous Registrations
  • 2021-01-08 → 2025-09-02
    Mai Capital Management, Llc
    St. Louis, MO
  • 2018-03-01 → 2020-12-23
    Greenway Family Office, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-01
  • S65 Uniform Investment Adviser Law Examination
    2018-03-01
Designations

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
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Other Investors

Brian Davis
Robert Clark
Ronald Joseph Hopper
CAROL ANN MULCAHY
AUDREY MARIE MANCUSO
Keith Webster Ward
JEREMIAH ELIJAH WASSMER
THOMAS HUEY RUGGIE

Other Offices

DESTINY FAMILY OFFICE · TAVARES, FL
WELLS FARGO CLEARING SERVICES, LLC · TAVARES, FL
SYNERGY INVESTMENT MANAGEMENT LLC · Tavares, FL
LPL FINANCIAL LLC · TAVARES, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
TRUIST ADVISORY SERVICES, INC. · EUSTIS, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Tavares, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Eustis, FL

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