Kerri Anne Goldsmith

Current Employers

Employment History

• 07/2011 → Present
  Purshe Kaplan Sterling
  Albany, NY
• 09/2014 → Present
  Hbks Wealth Advisors
  Fort Myers, FL

Other Businesses

1) HBK SORCE FINANCIAL, DBA HBKS WEALTH ADVISORS, 8010 SUMMERLIN LAKES DRIVE, SUITE 200, FORT MYERS, FL, 33907, ADMINISTRATIVE ASSISTANT, START DATE 11/2009, FULL TIME EMPLOYMENT, 40 HOURS PER WEEK, 100% OF TIME DEVOTED TO THIS BUSINESS DURING SECURITIES TRADING HOURS.AS OF 9/2014 SHE BECAME A FULL TIME INVESTMENT ADVISOR REPRESENTATIVE 2) HBK SORCE INSURANCE; INVESTMENT RELATED; 8010 SUMMERLIN LAKES DRIVE, FT. MYERS, FL 33907; INSURANCE AGENCY; AGENT; MONTH/YEAR; 0 HRS/MO; X HRS/MO DURING TRADING; INSURANCE AGENT 3) HBK SORCE INSURANCE, LLC, 8010 SUMMERLIN LAKES DR, SUITE 200, FORT MYERS, FL 33907. NOT INVESTMENT RELATED, Administrative Assistant, then an INSURANCE AGENT, 11/2009-PRESENT. 8 HRS/MONTH, FIXED INSURANCE SALES. 4) American Advertising Federation SWFL. Not investment related. PO Box 493, Ft. Myers, FL 33902. Industry Association. Trustee (Advisory Board of Trustees). Start 7/23/2019. 4 hrs/mth-0 during trading hrs-As an advisory group, Trustees submit recommendation to the Board of Directors on a range of topics like scholarships, investments, long range planning and other initiatives as requested. 5) LEON D GOLDSMITH CPA, PA. NOT INVESTMENT RELATED. 9101 W COLLEGE POINTE DR, #2, FORT MYERS, FL 33912. ACCOUNTING FIRM. VICE PRESIDENT. START DATE 01/01/2020. 1 HOUR PER MONTH/0 HOURS DURING TRADING. LISTED AS CORPORATE OFFICER ON HUSBANDS BUSINESS FOR ESTATE PLANNING/EMERGENCY PURPOSES. NO OWNERSHIP. 6) Calusa Waterkeeper, Inc. Not Investment Related. P.O. Box 1165, Fort Myers, FL 33902. Non-profit. Board Member. Start Date: 09/01/2024. 2 hrs/ month; none during trading hours. Support/advise staff, strategic planning, fundraising/resource development, monitoring programs/services, enhancing public image. Board meetings monthly

Exams

• S66 Uniform Combined State Law Examination
  2011-12-15

Other Names

• Kerri Anne Engelbrecht