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Lake Mary, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Clermont | FL | 08/2003 | 02/2021 |
| Batman Wealth Management, Llc | Lake Mary | FL | 02/2021 | Present |
BATMAN WEALTH MANAGEMENT, LLC, NOT INVESTMENT-RELATED, 116 CHANNEL DRIVE, LAKE MARY, FL 32746. TAX PREPARATION BUSINESS, TAX PREPARER, 02/2021, 6 HOURS AVE MONTHLY, 0 HOURS DURING TRADING DAY ALL AFTER HOURS, PREPARE TAX RETURNS MOSTLY 1040. A FEW SMALL BUSINESS RETURNS 1065 AND 1120S (6 TOTAL BUSINESS RETURNS AND ABOUT 40 PERSONAL RETURNS)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-13 |
| S65 | Uniform Investment Adviser Law Examination | 1993-09-03 |
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