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270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-11 |
| NY | RA | APPROVED | 2021-05-27 |
| FL | RA | APPROVED | 2020-12-14 |
Branch Locations
Bonita Springs, FL • United States
270 West Circular Street Suite 1, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2012 | 01/2018 |
| King Wealth Management Group Llc | Bonita Springs | FL | 02/2012 | Present |
1) Sir Ernest Shackleton Holdings- Not investment Related-Passive Real estate rental profit/loss-08/31/2017. 2) King Wealth Management Group of Florida, Inc., 4971 Bonita Bay Blvd #2302, Bonita Springs, Florida 34134. New corporation was established on 11/12/2020, is a vendor of the existing King Wealth Management Group, LLC. Spends approximately 5 hours per week during normal hours, providing management and administrative services to King Wealth Management Group, LLC. Larry King is sole shareholder. 3) Esperia-Seaglass Condominium Association, non-investment related Florida Condominium Association, 4951 Bonita Bay Blvd, Bonita Springs, FL 34134, serving as Director, start date: 3/19/2026, 5 hours per month volunteered time, one hour during business hours, includes budgeting, facilities management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-03 |
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