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Maria Goretti Garcia

New Era Advisory

Orlando, FL

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Current Employers
New Era Advisory

5950 Hazeltine National Drive, Suite 615, Orlando, FL 32822 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-10-28
  • FL RA
    APPROVED
    Since 2022-10-28

Branch Locations

5950 Hazeltine National Drive, Suite 615, Orlando, FL 32822 • 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
Petros Estate & Retirement Planning, Llc Jacksonville FL 08/2015 01/2021
Petros Advisory Services, Llc Jacksonville FL 03/2018 01/2021
Woman'S Worth, Llc Jacksonville FL 08/2015 01/2021
Ae Wealth Management, Llc Topeka KS 04/2021 10/2022
New Era Advisory, Llc Orlando FL 03/2021 Present
  • 08/2015 → 01/2021
    Petros Estate & Retirement Planning, Llc
    Jacksonville, FL
  • 03/2018 → 01/2021
    Petros Advisory Services, Llc
    Jacksonville, FL
  • 08/2015 → 01/2021
    Woman'S Worth, Llc
    Jacksonville, FL
  • 04/2021 → 10/2022
    Ae Wealth Management, Llc
    Topeka, KS
  • 03/2021 → Present
    New Era Advisory, Llc
    Orlando, FL
Previous Registrations
  • 2021-04-16 → 2022-10-27
    Ae Wealth Management, Llc
    Orlando, FL
    Orlando, FL
  • 2018-03-16 → 2021-01-27
    Petros Advisory Services, Llc
    Winter Park, FL
    Winter Park, FL
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-12
  • S65 Uniform Investment Adviser Law Examination
    2017-12-12
Other Names
  • Goretti Garcia
  • Maria G Garcia
  • Maria Goretti Garcia
  • Maria Goretti Garcia Rodriguez
  • Maria Goretti Garcia

View on SEC IAPD

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