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Kenneth Alan Simon

Skadvisors, LLC

Maitland, FL

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Current Employers
Skadvisors, Llc

Maitland, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-01
  • FL RA
    APPROVED
    Since 2024-07-01

Branch Locations

Maitland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kenneth A. Simon Cpa Phila. PA 06/1987 Present
Lincoln Investment Planning, Inc. Winter Park FL 11/1991 06/2024
Skadvisors, Llc Maitland FL 06/2024 Present
Simon Kelvington Insurance, Llc Maitland FL 05/2024 Present
Simon Kelvington, Llc Maitland FL 01/2012 Present
  • 06/1987 → Present
    Kenneth A. Simon Cpa
    Phila., PA
  • 11/1991 → 06/2024
    Lincoln Investment Planning, Inc.
    Winter Park, FL
  • 06/2024 → Present
    Skadvisors, Llc
    Maitland, FL
  • 05/2024 → Present
    Simon Kelvington Insurance, Llc
    Maitland, FL
  • 01/2012 → Present
    Simon Kelvington, Llc
    Maitland, FL
Previous Registrations
  • 2006-09-11 → 2024-06-27
    Lincoln Investment
    Maitland, FL
    Lutz, FL
    Apopka, FL
  • 2019-06-24 → 2024-06-27
    Capital Analysts
    Apopka, FL
  • 1996-03-06 → 2004-12-31
    Lbg Financial Advisors, Inc.
    Jenkintown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-05-31
S63 Uniform Securities Agent State Law Examination 1993-12-08
  • S65 Uniform Investment Adviser Law Examination
    1995-05-31
  • S63 Uniform Securities Agent State Law Examination
    1993-12-08

View on SEC IAPD

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