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Current Employers
Kcd Financial, Inc.

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-25
  • FL RA
    APPROVED
    Since 2022-04-25

Branch Locations

Palm Bay, FL • United States

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Palm Bay, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Borde & Associates Melbourne FL 05/2017 Present
Bankers Life Melborne FL 02/2014 04/2017
Wireless Direct Inc Palm Bay FL 02/2002 09/2019
  • 05/2017 → Present
    Borde & Associates
    Melbourne, FL
  • 02/2014 → 04/2017
    Bankers Life
    Melborne, FL
  • 02/2002 → 09/2019
    Wireless Direct Inc
    Palm Bay, FL
Other Businesses

Borde & Associates PA DBA 1. Borde Insurance & 2. Investments and Borde Insurance Finance Investments, 1900 S Harbor City Blvd. #328, Melbourne, FL 32901. Investment related. Sales of Fixed Annuities, Life Insurance, Health Insurance, Long-Term Care, and Disability, Liability and Other (Property & Casualty). 2 Hours per day during regular market hours and 2 Hour per day during non-market hours. Real Estate investor-Buy & Sell or Build & Rent, 2174 Madden Ave. SW, Palm Bay, FL 32908. Investment related.4 hours per month during non-market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-26
  • S65 Uniform Investment Adviser Law Examination
    2021-07-26

View on SEC IAPD

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