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2941 Kerry Forest Parkway, Tallahassee, FL 32309-6825 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-13 |
| FL | RA | APPROVED | 1990-11-26 |
Branch Locations
2941 Kerry Forest Parkway, Tallahassee, FL 32309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management | Tallahassee | FL | 01/1989 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2014 | Present |
1) WEALTH MANAGEMENT CORPORATION OF AMERICA, INC. INVESTMENT RELATED. RIA. 2941 KERRY FOREST PARKWAY, TALLAHASSEE, FL 32309. PRESIDENT/OWNER. 1988. 140 HRS/MO. REGISTERED INVESTMENT ADVISORY FIRM. 2) Insurance. Not Investment Related. 2941 Kerry Forest Parkway, Tallahassee FL. Insurance. Agent. Start 2013. 3 hours per month during trading. Life and fixed annuity agent. 3) Wealth Management Realty, LLC 2941 Kerry Forest Parkway Tallahassee FL. Real Estate. Managing Member. Start 8/14/24. 2 hours/0 hours. Managing Investment Property for personal holdings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-05-12 |
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