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Armando O. Torres

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CRD#: 5895057
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Armando Orestes Torres, who also goes by Mandi Torres, Mandy Torres, was a registered financial professional .

Armando is a previously registered financial professional and started their career in finance in 2011. Armando had worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mandi Torres | Mandy Torres

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.
INSURANCE SALES; INVESTMENT-RELATED; DAVENPORT, FL; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. POWERHOUSE REAL ESTATE NETWORK; DAVENPORT, FL; BOARD OF DIRECTORS; START DATE: 2016; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; TRAINING, ADVISING AND CONSULTING MANAGEMENT INTERNALLY TO FIRM. POWERHOUSE FINANCIAL INDEPENDENT NETWORK; DAVENPORT, FL; CEO; START DATE: 2021; APPROXIMATELY 100 HRS/MO DURING TRADING HOURS; BUSINESS DEVELOPMENT, CONTRACT ACQUISITION, HR FUNCTIONS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 19, 2022 - June 28, 2023

POLLEY WEALTH MANAGEMENT LLC

RIA
CRD#: 305143
ORLANDO, FL
Past

August 30, 2017 - October 12, 2020

PFS INVESTMENTS INC.

RIA
CRD#: 10111
SANTA ROSA BEACH, FL
Past

October 14, 2016 - October 12, 2020

PFS INVESTMENTS INC.

BD
CRD#: 10111
SANTA ROSA BEACH, FL
Past

May 20, 2011 - December 31, 2011

PFS INVESTMENTS INC.

BD
CRD#: 10111
MIAMI LAKES, FL

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/18/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


PW
POLLEY WEALTH MANAGEMENT LLC
POLLEY WEALTH MANAGEMENT LLC

CRD#: 305143 / SEC#:

Florida
Registered Investment Advisory firm - (9/30/2019 Approved)
Texas
Registered Investment Advisory firm - (2/24/2021 Conditional Restricted)
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Contact information


Main Address
250 North Orange Ave Suite 1116, Orlando, FL 32801
Mailing Address
250 North Orange Ave Suite 1116, Orlando, FL 32801
Phone number
(407) 337-1085
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts101
AUM (Assets Under Management)$ 15,000,000

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.

Company Information


POLLEY WEALTH MANAGEMENT LLC

CRD#: 305143

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