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5110 Sw 91St Drive Suite A, Gainesville, FL 32608 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED_RES | 2025-03-25 |
Branch Locations
5110 Sw 91St Drive Suite A, Gainesville, FL 32608 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Gainesville | FL | 06/2013 | 04/2024 |
| Raymond James Financial Services Advisors Inc. | Gainesville | FL | 07/2013 | 04/2024 |
| Lentz Dodd Financial Group | Gainesville | FL | 01/2001 | 05/2024 |
| J.W. Cole Financial, Inc. | Tampa | FL | 06/2024 | 02/2025 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 06/2024 | 02/2025 |
| Lentz Advisors Llc | Gainesville | FL | 06/2024 | Present |
| Lentz Wealth Advisors | Gainesville | FL | 03/2025 | Present |
| Ymm Ventures Llc | Gainesville | FL | 09/2024 | Present |
| Simplicity Investments | Summit | NJ | 04/2025 | Present |
1.) LENTZ WEALTH ADVISORS - 3/1/25 - 5110 SW 91st Drive, Suite A, Gainesville, FL 32608 - President & IAR, Investment Advisor, Invt Rel, RIA, 160 hrs/mo; 140 hrs/mo (during trading hours). 2.) LENTZ ADVISORS LLC - 6/1/24 - 5110 SW 91st Drive, Suite A, Gainesville, FL 32608 - Managing Member/President, Dormant, DBA for former investment advisory and securities brokerage business, Not Invt Rel, Insurance business, 0 hrs/mo; 0 hrs/mo (during trading hours). 3.) YMM VENTURES LLC - 9/1/24 - 5110 SW 91st Drive, Suite A, Gainesville, FL 32608 - Managing Member, Collect & pay rent, Not Invt Rel, Real estate business, 0 hrs/mo; 0 hrs/mo (during trading hours). 4.) FRANKLIN K. LENTZ, JR; INVESTMENT RELATED; 5110 SW 91ST DRIVE, SUITE A, GAINESVILLE, FL 32608; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 07/1985; APPROX. 5 HOURS PER MONTH DURING TRADING HOURS; INDEPENDENT INSURANCE PRODUCER FOR VARIOUS INSURANCE COMPANIES. 5.) SIMPLICITY INVESTMENTS; INVESTMENT RELATED; 5110 SW 91ST DRIVE, SUITE A, GAINESVILLE, FL 32608; BROKER-DEALER; REGISTERED REPRESENTATIVE; 04/2025; APPROX. 5 HOURS PER MONTH DURING TRADING HOURS; REGISTERED REPRESENTATIVE OF BROKER DEALER. 6.) PATRIOT GROWTH - 11/1/2019 - 8200 SW 15th PL, Gainesville, FL 32607 - Consultant, Review benefits provided at renewal, advise plans and benefits that work best for employees, Not Invt Rel, 1 hr/mo; 1 hr/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-06-15 |
| S65 | Uniform Investment Adviser Law Examination | 1999-06-08 |
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