Kathleen Anne Laseter

Employer firm

Parady Wealth Management CRD 169997

$146M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2016-06-14 → 2017-06-28
  Cg Advisory Services
  The Villages, FL
  Durango, CO
  Williamston, MI
• 2014-05-02 → 2015-12-31
  Parady Wealth Management
  The Villages, FL

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

• Certified Financial Planner