Kirk A Lax

Current Employers

Employment History

• 05/2016 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 05/2016 → Present
  Shoemaker Financial
  Mt Pleasant, SC
• 05/2016 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Mt Pleasant, SC
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. CAROLINA CAPITAL MANAGEMENT POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2016 ADDRESS: , Summerville SC , United States DESCRIPTION: Agent/Broker 2. SHOEMAKER FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2016 ADDRESS: , Germantown TN , United States DESCRIPTION: Agent/Broker 3. REBOOT COMBAT RECOVERY POSITION: Director NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: PO Box 1561, Mt Pleasant SC 29465, United States DESCRIPTION: Teaching combat veterans a course of skills to deal with combat related trauma. 4. THE K ANTHONY LAX AGENCY, LLC POSITION: Agent/Broker NATURE: Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2016 ADDRESS: PO Box 1561, Mt Pleasant SC 29465, United States DESCRIPTION: Market and sales Property and Casualty Insurance. 5. NAME OF OTHER BUSINESS: THE CASON GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE DBA; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICE OF FIXED INSURANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-05
• S63 Uniform Securities Agent State Law Examination
  2014-07-31

Other Names

• Kirk Anthony Lax