Carolyn Butler Howard

Current Employers

Employment History

• 01/2014 → Present
  Seacure Advisors Llc
  Sarasota, FL
• 02/2022 → Present
  Aag Capital, Inc.
  Wesley Chapel, FL

Previous Registrations

• 2014-04-07 → 2021-09-20
  Seacure Advisors Llc
  Sarasota, FL
  Sarasota, FL
  Lexington, KY
• 2012-01-12 → 2014-07-25
  Pegaesus Advisors
  Waltham, MA
• 2011-10-04 → 2014-02-07
  Lpl Financial Llc
  Woburn, MA
  Bedford, NH
  Waltham, MA
• 2003-10-08 → 2011-12-31
  Pegaesus Advisors
  Lexington, MA
• 1997-04-18 → 2003-10-24
  Lexington Advisors
  Lexington, MA

Other Businesses

Soaring Spirits International is a nonprofit organization that provides support to widowed people. I have been invited to provide classes to newly widowed people on a quarterly basis. The course will entail 4 sessions on Understanding Financial planning. The first session is in June, 2024. The other area is that they want me to provide a presentation in San Diego in July. The topic is "Seven Steps to Securing Your Finances After the Death of Your Person". The only compensation to me is 2 days of hotel costs is covered. Also, my registration fee has been waived. I am working with Nomada Creative to help develop my contributions. I have also been invited to participate in a thought group as they want to expand what they are doing to help more widowed people. There is no income for participation. www.widowvillage.org or www.soaringspirits.corg are the websites. 100 Women No formal address - not investment related Donate money to support women and children nonprofit organizations and help increase membership Spring 2016 start date 2 hours/quarter - 1 meeting 4 times/year generally on Monday AM around lunch time for 1 hour - I am often unavailable due to other work commitments. Duties to help increase membership and attend evening social gatherings 4 times/year - not during trading hours - 1 hour/quarter Executive committee member - no other title Duties - increase awareness and make calls to existing members and increase membership. Licensed insurance agent; non-investment related; appx 10% of her time Investment advisory representative at Accurate Wealth Management (dba SeaCure Advisors) in Sarasota, FL. 40 hours per week. Trustee, Carolyn Howard Revocable Trust and Jack B Howard Trust, 5 hours per month, non investment related Lexington Philharmonic Foundation - investment related - Lexington, KY - Investments - board member - start date July 1, 2026 - .5 hours/month - board position on the foundation

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-01-21
• S65 Uniform Investment Adviser Law Examination
  1996-11-19

Designations