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Advisor at DESTINY WEALTH PARTNERS, LLC
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 27, 2025 | n/a | yes | TAVARES, FL | Current employment |
| DESTINY WEALTH PARTNERS, LLC | Independent wealth | Jun 23, 2017 | n/a | yes | TAVARES, FL | Current employment |
| CWM, LLC | Bd affiliated wealth | Nov 18, 2019 | Jul 1, 2020 | no | Winter Park, FL|The Villages, FL|Tavares, FL | Previous registration |
| RUGGIE WEALTH MANAGEMENT | Former SEC adviser | Sep 6, 2012 | Jan 7, 2021 | no | TAVARES, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RUGGIE WEALTH MANAGEMENT | DESTINY WEALTH PARTNERS, LLC | Jan 7, 2021 | Jun 23, 2017 | -1,294 | Firm change after gap | Other |
| CWM, LLC | DESTINY FAMILY OFFICE | Jul 1, 2020 | Oct 27, 2025 | 1,944 | Firm change after gap | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 145595:171346:FL:2021-01-07 | Jan 7, 2021 | Jun 23, 2017 | TAVARES, FL | Firm change after gap |
| 155344:338015:FL:2020-07-01 | Jul 1, 2020 | Oct 27, 2025 | TAVARES, FL | Firm change after gap |