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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-02 |
| FL | RA | APPROVED | 2020-08-13 |
Branch Locations
217 Se 1St Ave Pmb 200-1, Ocala, FL 34471 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Fort Myers | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Fort Myers | FL | 11/2016 | 08/2020 |
| Raymond James Financial Services, Inc. | Ocala | FL | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Ocala | FL | 08/2020 | Present |
| Ksh Financial Llc | Sarasota | FL | 08/2020 | Present |
| Power Wealth Advisors | Ocala | FL | 01/2022 | Present |
(1)Name of Business: KSH Financial LLC Address: 35 SE 1st Ave., Suite 200-S, Ocala, FL, 34471, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 08/06/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth management (2)Name of Business: Power Wealth Advisors Address: 7003 SE 12th Circle, Ocala, FL, 34480, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - President Investment Related: No Start Date: 01/18/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am the managing director of Power Wealth Advisors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-30 |
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