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503 Cloisterbane Drive, Saint Johns, FL 32259 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-23 |
Branch Locations
503 Cloisterbane Drive, Saint Johns, FL 32259 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 10/2010 | 12/2018 |
| Ssc Advent | Jacksonville | FL | 02/2019 | Present |
| Klein Wealth Management, Llc | Saint Johns | FL | 12/2019 | Present |
Name of Business: SSC Advent Is Business Investment related: No Address: 9000 Southside Blvd, Bldg 700, Jacksonville, FL, 32246 Nature of Business: Financial Technology Position: Product Manager Start Date: Feb-2019 Hours Devoted; 40 hours weekly Hours devoted during trading hours: 7 hours during trading hours Duties related to business: software support and consulting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-12 |
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