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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-04-23 |
| NJ | RA | APPROVED | 2025-01-07 |
| DC | RA | APPROVED | 2024-12-09 |
| MI | RA | APPROVED | 2024-10-23 |
| NE | RA | APPROVED | 2024-08-26 |
| ID | RA | APPROVED | 2024-08-07 |
| UT | RA | APPROVED | 2024-06-04 |
| WV | RA | APPROVED | 2024-03-18 |
| WI | RA | APPROVED | 2023-08-07 |
| MA | RA | APPROVED | 2023-07-18 |
| MD | RA | APPROVED | 2023-05-17 |
| MS | RA | APPROVED | 2023-04-07 |
| NM | RA | APPROVED | 2023-03-20 |
| MN | RA | APPROVED | 2023-03-16 |
| FL | RA | APPROVED | 2023-01-11 |
| WY | RA | APPROVED | 2022-11-14 |
| NH | RA | APPROVED | 2022-09-28 |
| VA | RA | APPROVED | 2022-04-18 |
| VT | RA | APPROVED | 2022-02-22 |
| CT | RA | APPROVED | 2021-06-11 |
| NY | RA | APPROVED | 2021-04-16 |
| AR | RA | APPROVED | 2020-06-24 |
| PA | RA | APPROVED | 2020-06-24 |
| DE | RA | APPROVED | 2020-03-04 |
| IA | RA | APPROVED | 2018-08-14 |
| SD | RA | APPROVED | 2016-11-07 |
| AZ | RA | APPROVED | 2016-08-05 |
| CO | RA | APPROVED | 2016-07-27 |
| NC | RA | APPROVED | 2016-03-28 |
| WA | RA | APPROVED | 2015-12-17 |
| IN | RA | APPROVED | 2015-03-19 |
| CA | RA | APPROVED | 2014-04-24 |
| OH | RA | APPROVED | 2013-10-21 |
| LA | RA | APPROVED | 2012-06-11 |
| TX | RA | APPROVED | 2007-06-22 |
| AL | RA | APPROVED | 2006-03-15 |
| SC | RA | APPROVED | 2005-01-07 |
| GA | RA | APPROVED | 2004-04-08 |
Branch Locations
401 East Virginia Street, Tallahassee, FL 32301 • United States
2931 Crawfordville Highway, Crawfordville, FL 32327 • United States
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • 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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Tallahassee | FL | 05/2013 | Present |
| Park Avenue Securities Llc | Tallahassee | FL | 05/2013 | Present |
| Guardian Life Insurance Company | Crawfordville | FL | 01/2019 | Present |
| Park Avenue Securities | Crawfordville | FL | 01/2019 | Present |
1. Exellentz Family Trust-This is a trust created by my wife's grandmother. My wife and I are beneficiaries and I am one of the trustees, Start: 02/01/2012, Address: 23 Limpkin Ct. Crawfordville, FL , 2 non bus hrs per month, Investment related, 2. Brokerage Health and Life Insurance-Sale of Health and Life products,. Start: 01/01/1984, Address: 401 E. Virginia St, Tallahassee FL , 3 bus hrs per month, Investment related, 3. HL DEVELOPMENT VENTURES, LLC-Owns a 13,000 sq ft commercial shopping center,. Start: 06/04/2005, Address: 23 Azeala Court Crawfordville, FL, 1 non bus hr per month, Investment related, 4. LENTZ/GRULICH - SWG Properties, LLC-Owner occupied real estate and rental property, Start: 05/01/2013, Address: 401 Virginia St Tallahassee, FL, 1 non bus hr per month, Investment related, 5. Clear Springs Property-This entity owns real estate, Start: 01/01/2003, Address: 23 Limpkin Ct. Crawfordville, FL, 1 non bus hr per month, Investment related, 6. REAL ESTATE PARTNERSHIP - Ginn Bahamas Investments Group purchased a lot on Grand Bahama to sell or build home on,. Start: 08/31/2007, Address: 954 Ridgewood Road Sparks, MD 21152, 1 non bus hr per month, Investment related, 7. SWA Properites, LLC-Owner occupied real estate and rental property,. Start: 12/11/2011, Address: 115 East Screven, Quitman GA, 1 non bus hrs per month, Investment related, 8. Strategic Wealth Alliance, LLC-Corporate entity that I operate my practice from. The entity employs staff and some business expenses are paid through this entity,. Start: 01/01/2007, Address: 401 E. Virginia St. Tallahassee, FL, 160 bus hrs per month, Investment related, 9. Strategic Wealth Group of N. Florida Financial, LLC-I operate my financial practice through this entity. This entity pays most office expenses and employs most staff. All marketing is done with this entity,. Start: 05/01/2013, Address: 401 E. Virginia St Tallahassee, FL , 160 bus hrs per month, Investment related, 10. Synthetic Fiber Group, LLC-This is an LLC that was created to invest in Applied Fiber which is a closely held company in N. Florida. The entity owns no other assets and has no other activity. , Start: 02/27/2014, Address: 23 Limpkin Ct Crawfordville, FL , 0 hrs per month, Investment related, 11. SWG Business Consultants, LLC-Fee based business consulting, Start: 10/15/2016, Address: 401 E. Virginia St Tallahassee, FL , 5-10 bus hrs per month, Not investment related, 12. DJK Property Holdings, LLC-Multi Family Residential Real Estate Ownership, Start: 02/01/2019, Address: 2931 Crawfordville Hwy Crawfordville, FL 32327, 2 non bus hrs per month, Investment related, 13) Sherrye McCullough Irrevocable Trust-sister in law-Trustee, Start: 08/15/2021, Address: 2211 Bannerman Rd. Tallahassee, FL 32312, 3 total hours per month 0 during securities trading hours, Investment related, No annual compensation, 14) CSP II, LLC-LLC to hold Real Estate, Start: 08/15/2021, Address: 2211 Bannerman Rd. Tallahassee, FL 32312, 5 total hours per month 0 during securities trading hours, Investment related, More than 10% annual compensation, 15) WeAreBranius, LLC-LLC to hold Private Placement, Start: 11/01/2021, Address: 225 International Cir, Hunt Valley, MD 21030, 0 total hours per month, Investment related, No annual compensation, 16) Can Monkey-board member, Start: 11/01/2021, Address: 225 International Cir, Hunt Valley, MD 21030, 1 total hour per month; 0 during securities trading hours, Not investment related, No annual compensation, 17) CSP St. Pete, LLC-LLC to own Real Estate, Start: 01/01/2023, Address: 401 E. Virginia St. Tallahassee, FL., 5 total hour per month; 0 during securities trading hours, Investment related, Less than 10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-24 |
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