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Giulliano Max Guimaray

Kcd Financial, Inc.

St.PEtersburgh, FL

St.PEtersburgh, FL

Green Bay, WI

Green Bay, WI

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Current Employers
Kcd Financial, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-17
WA RA APPROVED 2026-06-23
MD RA APPROVED 2026-05-29
AL RA APPROVED 2026-05-26
GA RA APPROVED 2026-04-24
NY RA APPROVED 2026-04-16
PA RA APPROVED 2026-04-06
NJ RA APPROVED 2026-03-11
IL RA APPROVED 2026-03-10
MI RA APPROVED 2026-03-04
ID RA APPROVED 2026-03-03
NC RA APPROVED 2026-03-03
VA RA APPROVED 2026-03-03
CA RA APPROVED 2026-03-02
OH RA APPROVED 2026-03-02
CO RA APPROVED 2025-02-10
FL RA APPROVED 2025-02-10
TX RA APPROVED 2025-01-06
  • AZ RA
    APPROVED
    Since 2026-08-17
  • WA RA
    APPROVED
    Since 2026-06-23
  • MD RA
    APPROVED
    Since 2026-05-29
  • AL RA
    APPROVED
    Since 2026-05-26
  • GA RA
    APPROVED
    Since 2026-04-24
  • NY RA
    APPROVED
    Since 2026-04-16
  • PA RA
    APPROVED
    Since 2026-04-06
  • NJ RA
    APPROVED
    Since 2026-03-11
  • IL RA
    APPROVED
    Since 2026-03-10
  • MI RA
    APPROVED
    Since 2026-03-04
  • ID RA
    APPROVED
    Since 2026-03-03
  • NC RA
    APPROVED
    Since 2026-03-03
  • VA RA
    APPROVED
    Since 2026-03-03
  • CA RA
    APPROVED
    Since 2026-03-02
  • OH RA
    APPROVED
    Since 2026-03-02
  • CO RA
    APPROVED
    Since 2025-02-10
  • FL RA
    APPROVED
    Since 2025-02-10
  • TX RA
    APPROVED
    Since 2025-01-06

Branch Locations

200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States

200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States

3061 Allied Street Suite B, Green Bay, WI 54304 • USA

3061 Allied Street Suite B, Green Bay, WI 54304 • 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
Florida Financial Advisors Tampa FL 07/2018 01/2025
The Floridian Treasure Island FL 11/2015 07/2018
Ifs Securities Inc. Atlanta GA 10/2018 03/2019
Trinity Wealth Securities Llc Tampa FL 11/2020 01/2025
Kcd Financial Green Bay WI 01/2025 Present
  • 07/2018 → 01/2025
    Florida Financial Advisors
    Tampa, FL
  • 11/2015 → 07/2018
    The Floridian
    Treasure Island, FL
  • 10/2018 → 03/2019
    Ifs Securities Inc.
    Atlanta, GA
  • 11/2020 → 01/2025
    Trinity Wealth Securities Llc
    Tampa, FL
  • 01/2025 → Present
    Kcd Financial
    Green Bay, WI
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-13
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S63 Uniform Securities Agent State Law Examination
    2025-03-13
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04
Other Names
  • Giulliano Max Guimaray
  • Giulliano Guimaray

View on SEC IAPD

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