Kevin Lancey

Current Employers

Employment History

• 08/2002 → Present
  Triple R. Associates, Ltd.
  Fort Lauderdale, FL
• 06/2016 → Present
  Roschman Capital Advisors, Llc
  Fort Lauderdale, FL
• 12/2017 → Present
  Cimarron Insurance Company, Inc.
  Charlotte, NC

Other Businesses

1) Triple R. Associates, Ltd - non investment related; 6300 NE 1st Ave, #300, Fort Lauderdale, FL 33334, real estate investment and management firm, accountant, related through common ownership, start 8/2002, 120 hrs/month total, 100 hrs/month during securities trading hours, accounting and administrative activities. 2) Roschman Family Office Services LLC - Not Investment Related; 6300 NE 1st Avenue, Suite 200, Fort Lauderdale, FL, 33334; Tax Preparation Services, Tax Preparer; start date: 01/18/2018; 10 hours /month; 5 hours devoted during securities trading hours; Preparation of income taxes primarily for corporate clients related to the owner of Roschman Capital Advisors, LLC. 3) Apple Real Estate and Financial Services, LLC - Investment related; 8452 Lake Majesty Lane, Parkland, FL 33076; Florida Real Estate Broker, licensed real estate broker; start date 2/2012; 5 hours/month; 0 hours devoted during securities trading hours; Agent for buyers and sellers of real estate in Florida.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-19