Keith Lindell Haskell

Current Employers

Employment History

• 07/1994 → Present
  Keith L. Haskell, Cfp
  Orlando, FL
• 12/2009 → 06/2017
  Wilbanks Securities, Inc.
  Oklahoma City, OK
• 12/2009 → 12/2017
  Wilbanks Securities Advisory
  Oklahoma City, OK
• 06/2017 → Present
  Cabot Lodge Securities Llc
  New York, NY
• 01/1970 → Present
  Bee Square Tax Service
  Orlando, FL
• 12/2017 → Present
  Dobson Street Llc
  Orlando, FL

Previous Registrations

• 2010-02-19 → 2018-03-19
  Wilbanks Securities Advisory
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Oklahoma City, OK
• 2008-09-23 → 2009-12-08
  Brookstone Securities, Inc.
  Orlando, FL
  Altamonte Springs, FL
• 1993-09-27 → 2009-02-13
  Avantax Advisory Services
  Orlando, FL

Other Businesses

1) Wilbanks Securities Advisory, Investment Related, Orlando, FL, fee based brokerage accounts, Registered Investment Advisor, 12/2009, 1,000 hours annually, 1,000 hours annually during trading hours, interview clients, risk tolerance, time horizons, set up and prepare paperwork, manage their portfolios, update and communicate with clients. 2) Keith Haskell, CFP, Investment Related, Orlando, FL, certified financial planner, involved in all security businesses, CFP 7/1994, 1,120 hours annually, 1,120 hours annually during trading hours, all security matters including fee based business. 3) Pines Castle United Methodist Church, non-investment related, Orlando, FL, Chairman of Finance Committee, Treasurer of Church, no check signing privileges, 1/2000, 5 hours per month, 5 hours per month during trading hours. 4) Bee Square Tax Service, non-investment related, Orlando, FL, preparation and consultation of personal, corporate, partnership, estates and trust tax returns, Sr. Tax Advisor (Enrolled Agent to parties before IRS, 1/1970, 40 hours per week, Feb 1st to April 15th. 5) Associate Diversified Brokerage, Investment Related, Orlando, FL, Insurance/VA, Agent, 12/2009, 10 hours per month, 10 hours during trading hours, VA sales when appropriate

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-21

Designations

Other Names

• Keith Lindell Haskell
• Keith Lindell Sears Haskell