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Conover, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shark Investing Inc. | Bradenton | FL | 08/2006 | Present |
| Hammerhead Financial Strategies, Llc | Conniver | NC | 08/2022 | Present |
| Hammerhead Financial Strategies, Llc | Conniver | NC | 04/2022 | 08/2022 |
| Kitces.cOm | Lutz | FL | 07/2018 | 07/2021 |
Shark Investing, Inc., 801 North Shore, Anna Maria, Florida 34216. Shark Investing is a subscription-based company that operates a website called www.sharkinvesting.com. Mr. Koford provides market commentary and content, and marketing and sales efforts for the website. Not investment-related. Mr. Koford devotes up to approximately 10% of his workweek outside securities trading hours to his duties with sharkinvesting.com
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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