Nikki Lea Ward

Current Employers

Siler Wealth Management

100 Crown Oak Centre Drive, Longwood, FL 32750 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2019-09-26

FL RA
APPROVED

Since 2019-09-26

Branch Locations

100 Crown Oak Centre Drive, Longwood, FL 32750 • 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

Organization	City	State	From	To
Sdr Investment Management, Inc.	Longwood	FL	08/2018	Present
Pardy & Rodriguez	Orlando	FL	08/2017	10/2018
Graffiti Junction	Orlando	FL	11/2016	07/2017
The Porch	Winter Park	FL	07/2016	11/2016
International Assets Advisory, Llc	Longwood	FL	10/2019	05/2023

08/2018 → Present

Sdr Investment Management, Inc.

Longwood, FL
08/2017 → 10/2018

Pardy & Rodriguez

Orlando, FL
11/2016 → 07/2017

Graffiti Junction

Orlando, FL
07/2016 → 11/2016

The Porch

Winter Park, FL
10/2019 → 05/2023

International Assets Advisory, Llc

Longwood, FL

Other Businesses

1) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE - LICENSED INSURANCE AGENT SINCE 11/2022 - APPROX 10 HRS/MO - COMMISSIONS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-08-19
S63	Uniform Securities Agent State Law Examination	2019-01-04

S65 Uniform Investment Adviser Law Examination

2019-08-19
S63 Uniform Securities Agent State Law Examination

2019-01-04

Designations

Other Names

Nikki Ward

View on SEC IAPD