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Keith Wendell Whitt

Investment Advisory Group LLC

Hanover, MA

Sarasota, FL

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Current Employers
Investment Advisory Group Llc

1343 Main Street Suite 705-787, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2018-04-23
  • MA RA
    APPROVED
    Since 2018-04-23

Branch Locations

51 Mill St Building D, Suite 101, Hanover, MA 02339 • United States

1343 Main Street Suite 705-787, Sarasota, FL 34236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Geneos Wealth Management, Inc. Hanover MA 11/2006 01/2018
Maritime Wealth Advisors Llc Hanover MA 12/2011 Present
Investment Advisory Group, Llc Hanover MA 04/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-01
  • S66 Uniform Combined State Law Examination
    2011-06-01

View on SEC IAPD

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