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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 | 2024-11-25 |
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 |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2017 | 02/2019 |
| Northwestern Mutual Investment Services Llc | Orlando | FL | 09/2018 | 02/2019 |
| Florida State University | Tallahassee | FL | 08/2011 | 12/2016 |
| American Bancshares Mortgage Llc | Miami | FL | 12/2015 | 10/2016 |
| Nations Lending Corporation | Orlando | FL | 10/2016 | 07/2017 |
| 1St Financial Inc | Orlando | FL | 07/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Inc | Orlando | FL | 03/2019 | 10/2022 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2022 | 05/2025 |
| The Lifewealth Group | Winter Garden | FL | 10/2022 | Present |
| Madison Avenue Securities | Winter Garden | FL | 01/2023 | Present |
| Lifewealth Investments Llc | Winter Garden | FL | 11/2024 | Present |
1.) The LifeWealth Group; Yes Investment Related; 240 West Plant St Unit 240, Winter Garden, FL 34787; Insurance Sales; Start Date 10/2022; Approx. 00 hours a month; Approx. 00 hours during trading; Insurance Sales and Services. 2.) Madison Avenue Securities POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE 10/2022 ADDRESS: 13500 Evening Creek Drive N Suite 555, San Diego CA 92128 DESCRIPTION: Securities Sales and Services 3.) Theta Chi Fraternity: Not Investment Related; 12410 Darwin Dr. Orlando, FL 32826; Chapter Advisory Board Member; Approx. 02 hours a month; Approx. 00 during trading; Mentor members to develop personally and professionally in accordance to national standards 4.) LifeWealth Investments, LLC; Yes Investment Related; 270 W Plant St, Suite 240, Winter Garden FL 34787; Wealth Management; Start Date: 11/2024; Approx 160 hours a month; Approx. 160 hours during trading; Investment Advisor Representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-03 |
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