| As of Date | 09/12/2022 |
| Registration | Florida, Approved, 10/20/2022 |
| ADV Location | LAKELAND, FL, United States |
| Contact Info | 863 xxxxxxx |
| AUM* | 0 |
| of that, discretionary | 0 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 2
of those in investment advisory functions 2
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
No private funds