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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
Branch Locations
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors, Llc | Miami | FL | 10/2023 | 06/2026 |
| Smallbyzloans | Miami | FL | 10/2022 | 03/2023 |
| Kiki On The River | Miami | FL | 10/2021 | 03/2022 |
| Strawberry Moon | Miami | FL | 03/2022 | 09/2022 |
| Seaspice | Miami | FL | 06/2021 | 10/2022 |
| Florida State | Tallahassee | FL | 06/2017 | 06/2021 |
| Ronald Reagan Senior High | Miami | FL | 06/2015 | 06/2017 |
| Trinity Wealth Securities, Llc | Miami | FL | 05/2024 | 06/2026 |
| Impact Partnership Wealth, Llc | Marietta | GA | 06/2026 | Present |
| Ativos Ai Llc | Doral | FL | 04/2026 | Present |
| Florida Financial Insurance | Miami | FL | 05/2023 | 06/2026 |
| Pmi Premium Services | Miami | FL | 03/2020 | 07/2022 |
| Bajas Nightclub | Tallahassee | FL | 01/2017 | 12/2020 |
| Equity Box | Miami | FL | 07/2022 | 05/2023 |
| Sweet Wealth Advisors | Doral | FL | 05/2026 | Present |
1) Sweet Wealth Advisors; Yes Investment Related; 5108 NW 116th Ct Doral, FL 33178; Independent Insurance Agency; Owner, Independent Insurance Agent; 5/2026; Approx. 40hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Independent Insurance Agency providing fixed and fixed indexed annuities, life insurance, and wealth management services to individual clients. 2) Ativos AI LLC; Not Investment Related; 5108 NW 116th Ct Doral, FL 33178-4115; AI Revenue Systems Implementation; Founder & CEO; 4/2026; Approx. 50hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; This is a B2B technology services company that installs AI-powered operational systems for personal injury law firms and real estate brokerages — workflow automation, lead follow-up, and client communication tools.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-09 |
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