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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
Branch Locations
1695 Metropolitan Circle Suite 1, Tallahassee, FL 32308 • 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 |
|---|---|---|---|---|
| Preservation Financial Group | Tallahassee | FL | 02/2000 | Present |
| Brookstone Wealth Advisors Llc | Tallahassee | FL | 08/2014 | 09/2022 |
| Brook Trout, Llc | Tallahassee | FL | 01/2016 | Present |
| Big Bend Homes, Llc | Tallahassee | FL | 01/2014 | Present |
| St Homes 123, Llc | Tallahassee | FL | 12/2015 | Present |
| Geneva Homes | Tallahassee | FL | 01/2016 | Present |
| Gibbs Wealth Management, Llc | Tallahassee | FL | 08/2022 | 07/2025 |
| Monroe Commerical, Llc | Tallahassee | FL | 01/2025 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 07/2025 | Present |
| Association Of Financial Consultants | Longwood | FL | 02/2023 | Present |
| Sofa (Society Of Financial Advisors) | San Diego | CA | 04/2023 | Present |
| National Retirement Foundation | Minneapolis | MN | 12/2025 | Present |
| Preservation Insurance Group Inc | Tallahassee | FL | 06/2025 | Present |
BIG BEND HOMES, LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2014; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. BROOK TROUT LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2016; 1 HOURS/MONTH DEVOTED; 1 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. GENEVA HOMES; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; OWNER; STARTED 01/2016; 1 HOURS/MONTH DEVOTED; 1 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. PRESERVATION FINANCIAL; INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; INSURANCE AND INVESTMENT ADVISORY; STARTED 02/2000; 170 HOURS/MONTH DEVOTED; 140 HOURS/ MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. ST HOMES 123, LLC; NON INVESTMENT RELATED; 1695 METROPOLITAN CIR., STE. 1, TALLAHASSEE, FL 32308; REAL ESTATE; PARTIAL OWNER; STARTED 12/2015; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; BUY, SELL AND MANAGE REAL ESTATE RENTAL PROPERTIES. MONROE COMMERCIAL, LLC; NON INVESTMENT RELATED; 1695-1 METROPOLITAN CIRCLE, TALLAHASSEE, FL 32308; LLC HOLDS COMMERICAL INVESTMEN TREAL ESTATE. 7 UNITS IN COMMERICAL PROPERTY; 50% OWNER; 1/25; 2 HOURS/MONTH; 2 HOURS/MONTH DURING TRADING; HELPS MANAGE RENTAL UNITS. ASSOCIATION OF FINANCIAL CONSULTANTS POSITION: Educator NATURE: Financial Advisor that gives educational workshops INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2023 ADDRESS: 2973 W State Rd 434, Ste 300, Longwood FL 32779, United States DESCRIPTION: I am a Licensed Financial Advisor that gives educational only workshops under this name. We offer a complimentary visit at our office to attendees if they would like one. This is an educational class only. No Selling. Clear, upfront, and educational only. SOFA (SOCIETY OF FINANCIAL ADVISORS) POSITION: Instructor NATURE: SOFA (Society of Financial Advisors). As an instructor, I do educational only classes to the general public at Libraries and or Community Centers. They are educational only workshops and we do offer a complimentary meeting after the class if they would like some help. There is NO Selling at these workshops. Educational only. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2023 ADDRESS: 3655 Ruffin Rd Suite 230, San Diego CA 92123, United States DESCRIPTION: SOFA (Society of Financial Advisors). As an instructor, I do educational only classes to the general public at Libraries and or Community Centers. They are educational only workshops and we do offer a complimentary meeting after the class if they would like some help. There is NO Selling at these workshops. Educational only. NATIONAL RETIREMENT FOUNDATION POSITION: Educator NATURE: I am a Financial Advisor that gives educational only workshops under this name. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/18/2025 ADDRESS: 4550 West 77th Street, Minneapolis MN 55435, United States DESCRIPTION: educational only workshops under this name. PRESERVATION INSURANCE GROUP INC POSITION: Owner/Manager/agent NATURE: insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 06/05/2025 ADDRESS: 1695 Metropolitan Circle Suite 1, Tallahassee FL 32308, United States DESCRIPTION: owner and agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-15 |
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