Khanh Tran Lowery

Current Employers

Employment History

• 08/1984 → Present
  Lowery, Weldon & Company, Cpas, Pa
  Safety Harbor, FL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-09-22 → 2004-10-29
  Genworth Financial Planning Corporation
  Safety Harbor, FL
• 1997-10-02 → 2003-08-04
  Rogan & Associates
  Safety Harbor, FL

Other Businesses

1)AMERITAS AGENT - SELLING & MARKETING INSURANCE PRODUCTS,10 HOURS PER WEEK 2)NAME OF OTHER BUSINESS: LOWERY, WELDON & COMPANY, CPAS, P.A ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA FIRM ; START DATE: 08/1994 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA ; APX NUMBER OF HOURS PER WEEK: 45 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: PROCESS ACCOUNTS PAYABLE INVOICES FOR CLIENTS. POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS ; 2)HEALTH INS, HSA PLANS-PRES SINCE 1/1/06-PROMOTING HSA HEALTH PLANS TO CLIENTS-10HR/WK. 4) REAL ESTATE/PROPERTY RENTAL; NOT INVESTMENT RELATED; 777 N ASHLEY DR, #1708, TAMPA, FL 33602; START 9/2007; 2 HOURS/WEEK AFTER TRADING HOURS; MANAGES CONDOMINIUM UNIT AND USES REAL ESTATE AGENT TO RENT THE UNIT. 3)NAME OF OTHER BUSINESS: KPT INVESTMENTS LLC ; INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING ; START DATE: 02/2023 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: THIS ENTITY OWNS A PARCEL OD LAND IN TAMPA, FL ;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-11-04

Other Names

• Khanh T Lowery