Anthony F. Van Ore

NOTTINGHAM WEALTH PARTNERS

ORLANDO, FL

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CRD#: 3028693

Professional summary

Anthony Franklin Van Ore, CFP®, who also goes by Anthony Franklin Van Ore, Tony Van Ore, Anthony Vanore, is a registered financial advisor currently at NOTTINGHAM WEALTH PARTNERS, INC. located in Orlando, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Anthony has worked at 9 firms and has passed the Series 66, Series 65, Series 63, Series 31, Series 7, Series 9, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Anthony Franklin Van Ore | Tony Van Ore | Anthony Vanore

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. VOS TRANQUILITY INC. NOT INVESTMENT RELATED. LOCATION IS THE SAME AS OFFICE ADDRESS. OPERATING COMPANY SERVING AS MANAGING MEMBER OF RELATED LLC IN MASSAGE THERAPY. STARTED JULY 2021. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED. 2. VOS ORLANDO DOWNTOWN LLC. NOT INVESTMENT RELATED. 361 N ROSALIND AVE, 7, ORLANDO, FL 32810. MASSAGE THERAPY. PRESIDENT PROVIDING EXECUTIVE LEADERSHIP. STARTED JULY 2021. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED. 3. VOS MAITLAND LLC NOT INVESTMENT RELATED. 701 MAITLAND BLVD, SUITE 200, MAITLAND, FL 32751. MASSAGE THERAPY. PRESIDENT PROVIDING EXECUTIVE LEADERSHIP. STARTED JUNE 14, 2024. 40 HOURS PER MONTH DEVOTED TO VOS, NONE DURING TRADING HOURS. CURRENTLY NOT COMPENSATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Franklin Van Ore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CRD#: 5393

ORLANDO, FL

Past

June 21, 1999 - July 13, 2000

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

April 16, 1998 - April 9, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NOTTINGHAM WEALTH PARTNERS, INC.

CRD#: 306971 / SEC#: 801-120561

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Florida

Registered Investment Advisory firm - (3/31/2021 Terminated)

New York

Registered Investment Advisory firm - (3/31/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/11/2007

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/24/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 5/1/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/10/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 5/4/2001

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/20/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 24

Date: 2/18/2000

General Securities Principal Examination

Current Firm

NOTTINGHAM WEALTH PARTNERS, INC.

CRD#: 306971 / SEC#: 801-120561

RIA

Registered Investment Advisory firm - (3/22/2021 Approved)

Florida

Registered Investment Advisory firm - (3/31/2021 Terminated)

New York

Registered Investment Advisory firm - (3/31/2021 Terminated)

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Contact information

Main Address

5790 Widewaters Parkway, Syracuse, NY 13214

Mailing Address

Phone number

(561) 472-2312

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OGWP WRAP BROCHURE (3/25/2025)

ONEGROUP WEALTH PARTNERS INC - ADV 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	273
AUM (Assets Under Management)	$ 65,615,691

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Anthony F. Van Ore

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Franklin Van Ore's CRS (Customer Relationship Summary).

Certified licenses

Experience

DESTINY WEALTH PARTNERS, LLC

RUGGIE WEALTH MANAGEMENT

CWM, LLC

VISIONQUEST WEALTH MANAGEMENT, LLC

FINANCIAL MANAGEMENT CONCEPTS

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

FIRST ALLIED SECURITIES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

NOTTINGHAM WEALTH PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2007

Series 65

Date: 4/24/1998

Series 63

Date: 4/24/1998

Series 31

Date: 5/1/1998

Series 7

Date: 4/10/1998

Series 9

Date: 5/4/2001

Series 10

Date: 4/20/2001

Series 24

Date: 2/18/2000

Current Firm

NOTTINGHAM WEALTH PARTNERS, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOTTINGHAM WEALTH PARTNERS, INC.

TRUST BUT VERIFY

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