Todd Michael Kluener

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-19
FL	RA	APPROVED	2021-09-21

TX RA
APPROVED

Since 2026-02-19
FL RA
APPROVED

Since 2021-09-21

Branch Locations

Fort Myers, FL • United States

14541 Hope Center Loop, Suite 101, Fort Myers, FL 33912 • 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

Organization	City	State	From	To
Bb&T Bank	Ft Myers	FL	06/2013	01/2019
Bb&T Investment Services, Inc.	Charlotte	NC	06/2013	Present
Bb&T Securities, Llc	Richmond	VA	01/2018	Present
Bb&T	Ft Myers	FL	01/2019	Present
Truist Investment Services, Inc.	Fort Myers	FL	02/2021	Present
Truist Advisory Services, Inc.	Atlanta	GA	02/2021	Present
Raymond James And Associates, Inc.	Ft Myers	FL	09/2021	Present

06/2013 → 01/2019

Bb&T Bank

Ft Myers, FL
06/2013 → Present

Bb&T Investment Services, Inc.

Charlotte, NC
01/2018 → Present

Bb&T Securities, Llc

Richmond, VA
01/2019 → Present

Bb&T

Ft Myers, FL
02/2021 → Present

Truist Investment Services, Inc.

Fort Myers, FL
02/2021 → Present

Truist Advisory Services, Inc.

Atlanta, GA
09/2021 → Present

Raymond James And Associates, Inc.

Ft Myers, FL

Previous Registrations

2021-02-17 → 2021-09-16

Truist Advisory Services, Inc.

Atlanta, GA
2018-01-02 → 2021-02-17

Bb&T Securities, Llc

Charlotte, NC

Fort Myers, FL

Richmond, VA
2013-08-27 → 2018-01-02

Bb&T Investment Services, Inc.

Charlotte, NC

Fort Myers, FL

Other Businesses

(1)Name of Business: Kluener Family Real Estate Address: 8763 South Lake Cir, Fort Myers, FL, 33908, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversight of property management involving maintenance of real estate and collection of rents. (2)Name of Business: SWFLO Beach Properties LLC Address: 4770 Estero Blvd unit 405, Fort Myers Beach, FL, 33931, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage books and reservations of VRBO vacation beach condo rental (3)Name of Business: SWFLO Beach Properties LLC Address: 4770 Estero Blvd Unit 405, Fort Myers Beach, FL, 33931, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-08-23

S66 Uniform Combined State Law Examination

2013-08-23

View on SEC IAPD