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Current Employers
Baytrust Wealth Management, Llc

15316 N Florida Ave, Tampa, FL 33613 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-21
  • IN RA
    APPROVED
    Since 2026-01-21

Branch Locations

North Manchester,, IN • 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
United Financial Group North Manchester IN 06/2000 05/2022
Advisory Services Network, Llc Atlanta GA 05/2022 12/2025
Baytrust Wealth Management North Manchester IN 01/2026 Present
  • 06/2000 → 05/2022
    United Financial Group
    North Manchester, IN
  • 05/2022 → 12/2025
    Advisory Services Network, Llc
    Atlanta, GA
  • 01/2026 → Present
    Baytrust Wealth Management
    North Manchester, IN
Previous Registrations
  • 2022-06-02 → 2025-12-31
    Tampa, FL
    North Manchester, IN
    Atlanta, GA
    Lutz, FL
  • 2010-03-12 → 2015-08-14
    North Manchester, IN
    New Albany, IN
  • 2009-01-09 → 2009-07-22
    Envision Investment Advisors, Llc
    North Manchester, IN
    Omaha, NE
  • 2008-06-09 → 2008-12-31
    Envision Investment Advisors, Llc
    North Manchester, IN
    Omaha, NE
Other Businesses

1) UNITED FINANCIAL GRP, LLC DBA UNITED FINANCIAL GROUP: 12106 N 600 E,NORTH MANCHESTER IN 46962; MANAGING MEMBER/OWNER SINCE 05/2021. SERVICE COMPANY, NOT INVESTMENT RELATED. TIME SPENT 20 HOURS PER MONTH, 19 HOURS DURING TRADING HOURS. 2) INDEPENDENT INSURANCE AGENT DBA UNITED FINANCIAL GROUP: INSURANCE SALES, RECEIVED RESIDENT PRODUCER INDV. LICENSE JUNE 2000. I CURRENTLY SPEND APPROXIMATELY 100 HOURS PER MONTH, ALL DURING TRADING HOURS, IN THIS BUSINESS. INVESTMENT RELATED ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-11
S63 Uniform Securities Agent State Law Examination 2011-03-29
  • S65 Uniform Investment Adviser Law Examination
    2022-04-11
  • S63 Uniform Securities Agent State Law Examination
    2011-03-29
Other Names
  • Mark Kelly Kissell
  • Mark Kelly Kissell

View on SEC IAPD

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