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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-10 |
Branch Locations
332 West Montauk Highway Suite 4, Hampton Bays, NY 11946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sobol | Westhampton Beach | NY | 06/2019 | 04/2021 |
| Agc Irrigation Supplies | Holbrook | NY | 06/2021 | 05/2022 |
| Dime Community Bank | Riverhead | NY | 05/2022 | 02/2024 |
| Level Up Lending Llc | Riverhead | NY | 02/2024 | 06/2025 |
| Eastport South Manor Jr Sr High | Eastport | NY | 11/2015 | 06/2021 |
| University Of Tampa | Tampa | FL | 08/2021 | 01/2022 |
| Stony Book University | Stony Brook | NY | 01/2022 | 12/2024 |
| Guardian Life Insurance Company | Eastport | NY | 05/2025 | 01/2026 |
| Park Avenue Securities | Roslyn | NY | 06/2025 | 01/2026 |
| Raymond James Financial Services, Inc. | Hampton Bays | NY | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Hampton Bays | NY | 03/2026 | Present |
(1)Name of Business: KL Wealth Strategies LLC Address: 332 W Montauk Hwy Ste 4, Hampton Bays, NY, 11946-3551, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assisting in client relations & Starting my own book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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