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503 Cloisterbane Drive, Saint Johns, FL 32259 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
503 Cloisterbane Drive, Saint Johns, FL 32259 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 11/2006 | 07/2017 |
| Kestra Investment Services | Stuart | FL | 06/2018 | 01/2019 |
| Kestra Private Wealth Services | Stuart | FL | 06/2018 | 01/2019 |
| Ward & Ward | Jacksonville | FL | 07/2017 | 06/2018 |
| Klein Wealth Management, Llc | Saint Johns | FL | 01/2020 | Present |
| Ssc Advent | Jacksonville | FL | 02/2019 | Present |
Name of Business: Green Eyed Girls LLC DBA Ward & Ward Is Business Investment related: No Address: 771 Paradise Lane, Atlantic Beach, FL Nature of Business: Retail Distribution Position: Chief Financial Officer Start Date: July 2023 Hours Devoted; 40 hours weekly Hours devoted during trading hours: 5.5 hours during trading hours Duties related to business: manage finances of private company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-20 |
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