Mitchel Faulkner has been an investment adviser representative at Destiny Wealth Partners since September 2025, and is not listed among the firm’s executive officers or direct owners. Mitchel Faulkner holds a Bachelor of Science degree in Finance from Lindenwood University.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
Mitch Faulkner is Senior Wealth Advisor of Destiny Wealth Partners. He provides wealth management services with a focus on estate planning, investments, retirement, insurance, education and business succession. He began his career in 2016 with a boutique investment group, joined Greenway Family Office in 2017 as an equity partner, and continued as a senior associate and wealth advisor after MAI Capital Management acquired Greenway in 2020. He now serves clients of Nichols Wealth Partners and Destiny Family Office.
Mitchel Faulkner’s longest registration was 4 years at Mai Capital Management, LLC (2021–2025). Before joining Destiny Wealth Partners in 2025, Mitchel Faulkner was registered through Mai Capital Management, LLC and Greenway Family Office, LLC.
- Destiny Wealth Partners, LLCCurrent– present · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 171346
- Mai Capital Management, LLC– · 4 yearsSt. Louis, MO · Adviser representative · Firm CRD 109807
- Greenway Family Office, LLC– · 2 yearsSt Louis, MO · Adviser representative · Firm CRD 153070
Professional designations
Listed by Destiny Wealth Partners
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mitchel Faulkner is registered as an investment adviser representative in 2 states. The first approvals date from September 2025; the most recent is Florida, in February 2026.
- FloridaSince 23 February 2026
- MissouriSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mitchel Travis Faulkner
- CRD
- 6745262
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 1801 N. Military Trail, Suite 120, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- destinywealth.com
Where does Mitchel Faulkner work?
Mitchel Faulkner is an investment adviser representative registered through Destiny Wealth Partners, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mitchel Faulkner a financial advisor?
Yes. Mitchel Faulkner has a current investment-adviser registration in Florida and Missouri, through Destiny Wealth Partners since September 2025.
How many years of experience does Mitchel Faulkner have?
Mitchel Faulkner has 8 years in the financial industry, since March 2018, across 3 adviser firms.
What exams has Mitchel Faulkner passed?
Mitchel Faulkner passed the Series 65 in March 2018.
Where did Mitchel Faulkner work before Destiny Wealth Partners?
Before Destiny Wealth Partners, Mitchel Faulkner was registered through Mai Capital Management, LLC, January 2021 to September 2025; Greenway Family Office, LLC, March 2018 to December 2020.
Where is Mitchel Faulkner based?
Mitchel Faulkner’s registered office is in Boca Raton, FL.
Is Mitchel Faulkner registered with FINRA?
No. Mitchel Faulkner has no current broker registration.
Is Mitchel Faulkner a CFP?
Destiny Wealth Partners lists Mitchel Faulkner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mitch Faulkner, CFP®, CEPA® biography, destinywealth.com
How can I verify Mitchel Faulkner’s record?
Search CRD 6745262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mitchel Faulkner’s full registration record.
