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Inactive

Kaelan Keaton Dean

Darwin Wealth Management

Tampa, FL

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Current Employers
Darwin Wealth Management

4601 W North A Street, Tampa, FL 33609-1909 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

4601 W North A Street, Tampa, FL 33609-1909 • 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
Raymond James Sarasota FL 04/2021 08/2021
Turning Cleaners Sarasota FL 01/2021 04/2021
Sarasota Art Museum Sarasota FL 05/2019 01/2020
New College Of Florida Sarasota FL 05/2019 04/2021
New College Of Florida Sarasota FL 08/2016 05/2020
Crosstree Capital Partners Tampa FL 06/2022 11/2022
Bequest Asset Management Sarasota FL 08/2021 12/2021
Quire Group New York NY 12/2021 06/2022
Johns Hopkins University Baltimore MD 01/2021 05/2023
Crosstree Capital Partners Tampa FL 05/2023 07/2024
Personal Tampa FL 07/2024 11/2024
Darwin Wealth Management Tampa FL 11/2024 Present
  • 04/2021 → 08/2021
    Raymond James
    Sarasota, FL
  • 01/2021 → 04/2021
    Turning Cleaners
    Sarasota, FL
  • 05/2019 → 01/2020
    Sarasota Art Museum
    Sarasota, FL
  • 05/2019 → 04/2021
    New College Of Florida
    Sarasota, FL
  • 08/2016 → 05/2020
    New College Of Florida
    Sarasota, FL
  • 06/2022 → 11/2022
    Crosstree Capital Partners
    Tampa, FL
  • 08/2021 → 12/2021
    Bequest Asset Management
    Sarasota, FL
  • 12/2021 → 06/2022
    Quire Group
    New York, NY
  • 01/2021 → 05/2023
    Johns Hopkins University
    Baltimore, MD
  • 05/2023 → 07/2024
    Crosstree Capital Partners
    Tampa, FL
  • 07/2024 → 11/2024
    Personal
    Tampa, FL
  • 11/2024 → Present
    Darwin Wealth Management
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-24
  • S65 Uniform Investment Adviser Law Examination
    2025-02-24

View on SEC IAPD

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Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

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