Paul Lawrence Sterzinger

Current Employers

Employment History

• 06/2012 → 01/2020
  Edward Jones
  St Louis, MO
• 01/2020 → 12/2020
  Lpl Financial, Llc
  Clearwater, FL
• 01/2020 → 06/2023
  Level Four Advisory Services, Llc
  Clearwater, FL
• 01/2021 → 06/2022
  Harbor Financial Services, Llc
  Mobile, AL
• 01/2024 → Present
  Kingswood Capital Partners
  Winter Park, FL
• 01/2024 → Present
  Kingswood Wealth Advisors
  Winter Park, FL
• 07/2023 → Present
  Tommy's Kitchen
  Eatonville, FL

Previous Registrations

• 2020-01-06 → 2023-06-30
  Level Four Advisory Services
  Clearwater, FL
  Dallas, TX
• 2012-08-07 → 2020-01-09
  Edward Jones
  Land O'LAkes, FL
  St Louis, MO
  Land O Lakes, FL
  Wesley Chapel, FL
  New Port Richey, FL
  Lansing, MI

Other Businesses

1. Tommy's Kitchen LLC, Not investment related. 558 E Kennedy Blvd, Eatonville FL, 32751. Nature: Restaurants, Sauces, Spices, Apparel. CFO / Sous Chef. 09/01/2022. 10-50 hrs/month devoted. 0-20 trading. Working on the growth of our brands and that of duties of a Sous Chef. 2. Sterzinger Financial Group,Is Not Investment Related,"6960 Aloma Ave., , Winter Park, FL, 32792, United States",Name Change,Financial Advisor,8/13/2025,200 hours per month,200 hours per month during trading hours,Commission Compensation,Changing my business status to Sterzinger Financial Group; I have update my business to Sterzinger Financial Group. LLC and have filed my a S-Corp 3. M&O Marketing,Is Investment Related,"27777 Franklin Road, Suite 700, Southfield, MI, 48034, United States",Annuities,Financial Advisor,4/11/2025,80 hours per month,0 hours per month during trading hours,Commission Compensation,Recently I became IRMAA Certified (Income Related Monthly Adjustment Amount - the impact of certain streams of income that may increase the cost of Medicare (Part B and D) that is paid for by social security). The IMO that IRMAA typically uses is M&O Marketing. I will be using them considerably and their expertise when it comes to working with cleints that IRMAA is a primary concern. One of their specialities is helping clients and the advisors to be proactive and as reactive as possible when concerning IRMAA challenges

Exams

• S66 Uniform Combined State Law Examination
  2012-08-03
• S63 Uniform Securities Agent State Law Examination
  2009-06-29

Designations