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Kathleen Anne Laseter

Parady Wealth Management

The Villages, FL

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Current Employers
Parady Wealth Management

3602 Kiessel Road, The Villages, FL 32163-2910 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-05-03
FL RA APPROVED 2014-05-02
  • TX RA
    APPROVED_RES
    Since 2019-05-03
  • FL RA
    APPROVED
    Since 2014-05-02

Branch Locations

3602 Kiessel Road, The Villages, FL 32163-2910 • 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
Parady Investments, Llc The Villages FL 12/2013 11/2016
Parady Financial Group, Inc. The Villages FL 01/2012 Present
Kathleen Laseter Cpa, Llc St. John VI 01/1993 Present
Parady Tax Solutions Llc The Villages FL 01/2012 Present
Parady West, Llc Durango CO 11/2013 01/2018
Parady Group Llc The Villages FL 02/2015 Present
Accountancy Llc Durango CO 11/2013 01/2018
Capital Asset Advisory Services, Llc Haslett MI 06/2016 06/2017
Blueprint Wealth Management, Llc Dba Parady Wealth Management The Villages FL 11/2016 Present
  • 12/2013 → 11/2016
    Parady Investments, Llc
    The Villages, FL
  • 01/2012 → Present
    Parady Financial Group, Inc.
    The Villages, FL
  • 01/1993 → Present
    Kathleen Laseter Cpa, Llc
    St. John, VI
  • 01/2012 → Present
    Parady Tax Solutions Llc
    The Villages, FL
  • 11/2013 → 01/2018
    Parady West, Llc
    Durango, CO
  • 02/2015 → Present
    Parady Group Llc
    The Villages, FL
  • 11/2013 → 01/2018
    Accountancy Llc
    Durango, CO
  • 06/2016 → 06/2017
    Capital Asset Advisory Services, Llc
    Haslett, MI
  • 11/2016 → Present
    Blueprint Wealth Management, Llc Dba Parady Wealth Management
    The Villages, FL
Previous Registrations
Other Businesses

(1)KATHLEEN LASETER CPA, LLC; NOT INVESTMENT RELATED; ST. JOHN, VI; CPA FIRM; 100% OWNER & CPA/LICENSED CERTIFIED PUBLIC ACCOUNTANT; 1/1993-12/2019 Proprietorship/12/2019-Present LLC; 20 HOURS PER MONTH AND NO HOURS DURING TRADING HOURS; APPROXIMATELY 15%OF INCOME. DUTIES ARE INCOME TAX RETURN PREPARATION AND ACCOUNTING. (2)PARADY FINANCIAL GROUP, INC.;LICENSED INSURANCE AGENT WITH VARIOUS INSURANCE COMPANIES; INSURANCE RELATED; THE VILLAGES, FL;PARTNER; JANUARY 2012; 120 HOURS PER MONTH AND 100 HOURS DURING TRADING HOUR; 70% OF INCOME. (3)PARADY WEST, LLC; INSURANCE RELATED; DURANGO, CO; INSURANCE AND ANNUITY SALES; PARTNER/CFO;11/2013; 5 HRS/MO; 0 HR/MO DURING SECURITIES TRADING HOURS; 0% OF INOCME; MANAGING AND INSURANCESALES. (4)PARADY GROUP LLC; INSURANC RELATED; THE VILLAGES, FL; LICENSED INSURANCE AGENCY AGENCY INSURANCE AND ANNUITY SALES COMPANY; MANAGER; 2/2015; 5 HRS/MO; 0 HRS/MO DURING SECURITIES TRADING HOURS; 0% OF INCOME; MANAGING AND INSURANCE SALES. (5)PARADY TAX SOLUTIONS LLC; NOT INVESTMENT RELATED; THE VILLAGES, FL; CPA FIRM; MANAGER; 1/2012; 20 HOURS PER MONTH AND 0 HOURS DURING TRADING HOURS; 0% OF INCOME; DUTIES ARE MANAGING. (6)The Redemptorists of the Baltimore Province; Brooklyn, New York; Less than two hours a year; Investment Advisory Board Member; Not Investment Related

Designations

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