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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial Inc | Green Bay | WI | 08/2025 | Present |
| Guided Financial Advisory | St.PEtersburgh | FL | 08/2025 | Present |
| Unemployed | Old Town | ME | 05/2024 | 08/2025 |
| University Of Maine | Orono | ME | 09/2019 | 05/2024 |
| Mission Critical Delivery | Bangor | ME | 06/2018 | 12/2021 |
| Unemployed | Old Town | ME | 01/2015 | 06/2018 |
GUIDED FINANCIAL INSURANCE, INVESTMENT RELATED, 700 S ROSEMARY AVE., SUITE 204, WEST PALM BEACH, FL 33401. INSURANCE RELATED ACTIVITIES INCLUDING FIAS. ASSOCIATE. STATE DATE: 4/1/2026, 5 HOURS PER MONTH DURING TRADING HOURS. WHEN ENGAGING IN FINANCIAL PLANNING SERVICES CLIENTS MAY NEED MY ASSISTANCE WITH INSURANCE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-30 |
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