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Inactive

Amy Susan King

Apforia

Venice, FL

Virginia Beach, VA

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Current Employers
Apforia

582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-24
MD RA APPROVED 2024-10-14
  • FL RA
    APPROVED
    Since 2026-07-24
  • MD RA
    APPROVED
    Since 2024-10-14

Branch Locations

Venice, FL • United States

582 Lynnhaven Parkway Ste 102, Virginia Beach, VA 23452 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore MD 07/2019 02/2023
Us Army Aberdeen Proving Ground MD 05/1997 10/2019
Picket Fence Tax, Llc Bel Air MD 01/2018 01/2019
Bank Of America, N.A. Baltimore MD 08/2019 02/2023
Instar Financial Planning, Llc Fallston MD 02/2023 12/2024
Apforia Virginia Beach VA 10/2024 Present
  • 07/2019 → 02/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Baltimore, MD
  • 05/1997 → 10/2019
    Us Army
    Aberdeen Proving Ground, MD
  • 01/2018 → 01/2019
    Picket Fence Tax, Llc
    Bel Air, MD
  • 08/2019 → 02/2023
    Bank Of America, N.A.
    Baltimore, MD
  • 02/2023 → 12/2024
    Instar Financial Planning, Llc
    Fallston, MD
  • 10/2024 → Present
    Apforia
    Virginia Beach, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-18
  • S66 Uniform Combined State Law Examination
    2019-09-18
Designations
Other Names
  • Amy Susan Caudell
  • Amy Caudell
  • Amy King

View on SEC IAPD

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