DESTINY WEALTH PARTNERS, LLC

UUIDdb168bbb-2b7c-5b3b-ab9c-e69bf84c4ed2

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	171346	171346	—	1.0
cik	0001844369	1844369	—	—
sec_file_number	801-79789	801-79789	—	—

HQ CityTAVARES

HQ StateFL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
CLARK, ROBERT, LIDDELL	TRUSTEE OF THE ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED	OFFICER	—	{"filing_id": "2015722", "owner_id": "4191125", "source": "adv_part1", "table": "Schedule_A_B"}
MANCUSO, AUDREY, MARIE	MANAGING PARTNER	OFFICER	—	{"filing_id": "2015722", "owner_id": "5324890", "source": "adv_part1", "table": "Schedule_A_B"}
PANORMOS CAPITAL GROUP, INC.	OWNER	OFFICER	—	{"filing_id": "2015722", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ROBERT L. CLARK REVOCABLE TRUST, DATED SEPTEMBER 29, 2014, AS AMENDED	OWNER	OFFICER	—	{"filing_id": "2015722", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
RUGGIE, THOMAS, HUEY	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015722", "owner_id": "2193305", "source": "adv_part1", "table": "Schedule_A_B"}
THOMAS H. RUGGIE REVOCABLE TRUST, DATED JANUARY 18, 2001, AS AMENDED	OWNER	OFFICER	—	{"filing_id": "2015722", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.