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Current Employers
Destiny Family Office

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-06
  • FL RA
    APPROVED
    Since 2025-11-06

Branch Locations

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

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

Destiny Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-17
  • FL RA
    APPROVED
    Since 2023-01-17

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
Lpl Financial, Llc Deerfield Beach FL 06/2014 01/2017
Cwm, Llc Deerfield Beach FL 06/2014 12/2022
Cetera Advisor Networks El Segundo CA 01/2017 05/2019
Meridan Financial & Co, Inc Deerfield Beach FL 07/2014 Present
Nichols Wealth Partners Deerfield Beach FL 07/2014 Present
Wealth Partners, Llc Deerfield Beach FL 11/2014 Present
Destiny Wealth Partners Boca Raton FL 01/2023 Present
  • 06/2014 → 01/2017
    Lpl Financial, Llc
    Deerfield Beach, FL
  • 06/2014 → 12/2022
    Deerfield Beach, FL
  • 01/2017 → 05/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2014 → Present
    Meridan Financial & Co, Inc
    Deerfield Beach, FL
  • 07/2014 → Present
    Nichols Wealth Partners
    Deerfield Beach, FL
  • 11/2014 → Present
    Wealth Partners, Llc
    Deerfield Beach, FL
  • 01/2023 → Present
    Destiny Wealth Partners
    Boca Raton, FL
Previous Registrations
  • 2014-06-11 → 2023-01-06
    Deerfield Beach, FL
    Deerfield Beach, FL
    Boca Raton, FL
  • 2008-03-18 → 2014-06-03
    Kestra Investment Services, Llc
    Boca Raton, FL
  • 2006-09-19 → 2008-03-31
    Osaic Fs, Inc.
    Boca Raton, FL
    Boca Raton, FL
Other Businesses

1.NAME OF OTHER BUSINESS: DESTINY WEALTH PARTNERS, DESTINY FAMILY OFFICE. INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATIONNATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 1/2023, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2018; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE. 3. NAME OF OTHER BUSINESS: MERIDIAN FINANCIAL & CO, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BUSINESS ENTITY START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF BUSINESS ENTITY FOR TAX PURPOSES ONLY 4. NAME OF OTHER BUSINESS: NICHOLS WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OWNER / FINANCIAL ADVISOR 5. NAME OF OTHER BUSINESS: WEALTH PARTNERS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 11/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: OWNER - RESPONSIBLE FOR MARKETING AND SALE OF NON-VARIABLE INSURANCE. 6. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 07/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 7. NAME OF OTHER BUSINESS: CHELLA GROUP, LP AND KONMAX, LLC ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: LIMITED PARTNERSHIPS START DATE: 04/2012 POSITION/TITLE/RELATIONSHIP: OWNER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: INVEST IN LIQUID INVESTMENTS IN BROKERAGE ACCOUNT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-22
S63 Uniform Securities Agent State Law Examination 2005-12-27
  • S66 Uniform Combined State Law Examination
    2006-06-22
  • S63 Uniform Securities Agent State Law Examination
    2005-12-27

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