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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-23 |
Branch Locations
301 W. Atlantic Ave Suite 0-6 [Satellite], Delray Beach, FL 33444 • United States
One N Jefferson Ave, St. Louis, MO 63103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kbk Wealth Management, Llc | New York | NY | 09/2010 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 11/2010 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc ( | Del Ray | FL | 01/2026 | Present |
SMARTFUTURE, LLC; INV RELATED; DELRAY BEACH,FL; SELLING INSURANCE;100% OWNERSHIP; START DATE: 01/01/2008; 1 HRS PER MONTH; 0 HRS DURING TRADING; HUNTINGTON POINTE TABLE TENNIS CLUB; INV RELATED; DELRAY BEACH,FL; SOCIAL CLUB FOR PING PONG; TREASURER; START DATE: 01/01/2024; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM ADVISORS INSURANCE BROKERS; INV RELATED; CLIFTON PARK, NY; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM BRIGHTHOUSE FINANCIAL; INV RELATED; NASHVILLE, TN; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; TRAIL COMMISSIONS FROM SECURITY MUTUAL; INV RELATED; BINGHAMTON, NY; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 1 HRS DURING TRADING; TRAIL COMMISSIONS FROM MUTUAL OF OMAHA; INV RELATED; OMAHA, NE; INSURANCE; START DATE: 01/01/2013; 1 HRS PER MONTH; 0 HRS DURING TRADING; VARIOUS SURVEY COMPANIES ; NOT INV RELATED;LIVONIA,MI; CONDUCT SURVEYS; START DATE: 04/27/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; GREATER DELRAY BEACH CHAMBER OF COMMERCE; NOT INV RELATED;DELRAY BEACH,FL; AMBASSADOR; 0% OWNERSHIP; START DATE: 01/12/2022; 4 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-01-04 |
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