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Maitland, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skadvisor, Llc | Orlando | FL | 11/2004 | Present |
| Cfo Outsourcing Group, Llc | Orlando | FL | 04/2016 | Present |
| Simon, Kelvington & Shealy, Llc | Longwood | FL | 12/2008 | Present |
Entity: CFO Outsourcing Group, LLC Activity: Not Investment Related Address: 1716 Oakmont Lane, Orlando, Florida 32804 Description: Accounting and bookkeeping related services. Position & Title: CPA and Managing Member Start Date: April 2016 Time Management: Spend approximately 10%-30% of the business day servicing the needs of the accounting practice. Duties: Oversee the management and operations of the accounting firm. Entity: Simon, Kelvington & Shealy, LLC Activity: Not Investment Related Address: 1800 Pembrook Drive, Orlando Florida 32804 Description: Accounting firm. Position & Title: CPA and Managing Member Start Date: December 2008 Time Management: No time spent with this firm's accounting practice. Duties: None.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-19 |
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