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Advisor at DESTINY WEALTH PARTNERS, LLC
THE VILLAGES, FL | Winter Park, FL | TAVARES, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DESTINY FAMILY OFFICE | Independent wealth | Oct 28, 2025 | n/a | yes | TAVARES, FL | Current employment |
| DESTINY WEALTH PARTNERS, LLC | Independent wealth | Aug 9, 2017 | n/a | yes | THE VILLAGES, FL|TAVARES, FL|Winter Park, FL | Current employment |
| CWM, LLC | Bd affiliated wealth | Jul 11, 2018 | Jul 1, 2020 | no | The Villages, FL | Previous registration |
| RUGGIE WEALTH MANAGEMENT | Former SEC adviser | Apr 6, 2015 | Jan 7, 2021 | no | THE VILLAGES, FL|TAVARES, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Mar 3, 2009 | Mar 27, 2015 | no | ORLANDO, FL|CLERMONT, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RUGGIE WEALTH MANAGEMENT | DESTINY WEALTH PARTNERS, LLC | Jan 7, 2021 | Aug 9, 2017 | -1,247 | Firm change after gap | Other |
| CWM, LLC | DESTINY FAMILY OFFICE | Jul 1, 2020 | Oct 28, 2025 | 1,945 | Firm change after gap | Ibd to new firm |
| SUNTRUST INVESTMENT SERVICES, INC. | RUGGIE WEALTH MANAGEMENT | Mar 27, 2015 | Apr 6, 2015 | 10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145595:171346:FL:2021-01-07 | Jan 7, 2021 | Aug 9, 2017 | TAVARES, FL | Firm change after gap |
| 155344:338015:FL:2020-07-01 | Jul 1, 2020 | Oct 28, 2025 | THE VILLAGES, FL | Firm change after gap |