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Current Employers
Cardea Capital Advisors, Llc

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-05-03
  • GA RA
    APPROVED
    Since 2021-05-03

Branch Locations

Jacksonville, FL • United States

601 21St Street Suite 300, Vero Beach, FL 32960 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lindner Capital Advisors, Inc. Marietta GA 02/2006 Present
Cardea Capital Advisors, Llc Atlanta GA 10/2020 Present
Previous Registrations
  • 2005-03-10 → 2020-12-23
    Lindner Capital Advisors, Inc.
    Jacksonville, FL
    Jacksonville, FL
  • 2004-01-16 → 2005-02-09
    Neptune Beach, FL
  • 2004-02-25 → 2004-03-11
    Sheard & Davey Advisors Llc
    Neptune Beach, FL
  • 2002-01-22 → 2003-07-18
    Morgan Stanley Dw Inc.
    Irvine, CA
Other Businesses

Name of Business: Church of Eleven22 Address: 14286 Beach Boulevard #2, Jacksonville, FL 32250. Position: Prison Ministry Director Description of Duties: Approximately 1-3 hours per day are spent during trading hours as point of Contact for FL Department of Corrections for prison chapels to show sermons. Compensation: Salary Start Date: June 18, 2018

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-12-01
S65 Uniform Investment Adviser Law Examination 1998-05-21
  • S63 Uniform Securities Agent State Law Examination
    2000-12-01
  • S65 Uniform Investment Adviser Law Examination
    1998-05-21
Other Names
  • Jeffrey Kopp

View on SEC IAPD

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