GW
Geoffrey P. Wight
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CRD#: 6777784
GW
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.
Geoffrey Paul Wight was a registered financial professional .
Geoffrey is a previously registered financial professional and started their career in finance in 2017. Geoffrey had worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.) I consult in sports related activities from time to time. 2.) ASSETS RISK MANAGEMENT, INC; YES INVESTMENT RELATED; 255 PROFESSIONAL WAY, #100, WELLINGTON, FL 33414; INSURANCE SALES; PRESIDENT; START DATE 10/2018; APPROX 80 A MONTH; APPROX 40 HOURS DURING TRADING; INSURANCE SALES AND SERVICES. 3) Sole proprietor; General sports related consulting; investment related: No; Location: 12173 Sunset Point Circle Wellington FL 33414 United States; Description of the business: While I am formally a sports agent/executive with IMG, I do provide advise and counsel in sports related matters.; Responsibilities Duties: Provide advise; Start date with business: 2023-03-02; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 1; 4) Name of outside business: Dragon-Slayer Academy LLC; Is the business investment related: No; Location of the business: 12173 Sunset Point Circle Wellington Fl 33414 USA;oba street address: 12173 Sunset Point Circle; Description of the business: This is a education program designed to coach advisors. ;Position Title: Owner/President ;Responsibilities Duties: Coach; Start date with business: 2024-09-27; Hours per month devoted to business during trading hours: 50; Hours per month devoted to business outside trading hours: 50; Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No.
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®
NoneExperience
Past
March 4, 2023 - September 11, 2025
MOTIV8 INVESTMENTS LLC
RIA
CRD#: 285560
Wellington, FL
Past
August 15, 2022 - January 30, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
WELLINGTON, FL
Past
September 10, 2021 - August 16, 2022
TUCKER ASSET MANAGEMENT LLC
RIA
CRD#: 174844
Wellington, FL
Past
August 1, 2017 - October 22, 2019
PFS INVESTMENTS INC.
BD
CRD#: 10111
BOCA RATON, FL
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".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)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
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,568 |
| AUM (Assets Under Management) | $ 187,093,402 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
