Gary Richard Loduca

Current Employers

Employment History

• 03/2015 → 03/2017
  Horter Investment Management
  Cincinnati, OH
• 03/2015 → Present
  Thoughtful Wealth Management
  Tampa, FL
• 01/2016 → 11/2022
  Thoughtful Tax Advisors
  Tampa, FL
• 03/2017 → Present
  Retirement Wealth Advisors
  Tampa, FL
• 09/2016 → Present
  Id Watchdog
  Tampa, FL
• 06/2016 → 12/2019
  Id Shield
  Tampa, FL
• 12/2016 → 02/2018
  Financial Gravity
  Tampa, FL
• 04/2017 → 04/2018
  Stryde Solutions
  Fenton, MI
• 04/2018 → Present
  Kbkg
  Pasadena, CA
• 04/2018 → 12/2019
  Flood Risk America
  Lake Worth, FL
• 08/2018 → 07/2020
  Ep Cloud
  Provo, UT
• 08/2020 → Present
  Ep Navigator
  Dunedin, FL
• 06/2017 → 12/2019
  Advisor Hr
  Huntersville, NC

Previous Registrations

• 2015-03-19 → 2017-03-06
  Horter Investment Management, Llc
  Tampa, FL
  Cincinnati, OH
• 2012-05-10 → 2015-02-17
  Usaa Financial Planning Services
  Tampa, FL
• 2011-03-31 → 2012-04-12
  Avantax Advisory Services
  Tampa, FL
• 2010-04-23 → 2011-02-25
  1St Global Advisors Inc
  Tampa, FL

Other Businesses

1) ID Watchdog, Non-Investment Related, 4302 Henderson Blvd - Suite 100, Tampa, FL 33629, 1099 contractor / ID protection services, Start Date: 09/2016, Hours Dedicated: 20 hours per month (20 hours per month during trading hours), Duties: Providing ID protection services 2) Patriot Taxes, Non-Investment Related, 442 W Kennedy Blvd Suite 340 Office 10 Tampa, FL 33606, Owner, tax data collection, tax review & delivery Tax preparation provided by CPA & EA firms in nationwide IRS Circular 230 compliant network from CPATAXBANK services, Simple 1040 tax prep, Start Date: 12/2022, Hours Dedicated: 10 - 20 hours per month, tax clients pay tax prep fee 3) Thoughtful Wealth Management, Investment-Related, 4302 Henderson Blvd - Suite 100, Tampa, FL 33629, Owner / Insurance Sales / Investment Advisory DBA, Start Date: 02/2015, Hours Dedicated: 40 hours per month (40 hours per month during trading), Duties: Provide life LTC, fixed & indexed annuities / Investment advisory DBA. 4) KBKG, investment related, 790 E. Colorado Blvd Ste 600 Pasadena, CA 91101, tax/ accounting services to business owners, Contractor, 04/2018, 8 hrs/mo 8 hrs/mo during trading. Offering business-owner clients cost segregation and tax related expense accounting services through KBKG. Strategic Alliance Partner with KBKG and will receive 15% commission on engagements provided to business owners. 5) EP Navigator, not investment related, 560 South 100 West Ste 1, Provo, UT 84601, outsourced estate planning, 1099 Contractor, Aug 2020, 10 hrs/ month all during trading, EP Cloud provides estate planning document preparation via an attorney network for each state where an advisor operates. Its similar to the legalzoom model. The advisor assists the client with the online legal questionnaire and a . state licensed attorney reviews the information in real time and proposes the legal paperwork to complete. The advisor doesn't provide legal advice and only operates as a financial advisor role.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-29
• S65 Uniform Investment Adviser Law Examination
  1996-10-04
• S63 Uniform Securities Agent State Law Examination
  1995-02-01

Designations

Other Names

• Gary Richard Loduca
• Gary Richard Lo Duca