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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-28 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
2100 Se Hillmoor Dr Suite 105, Port St Lucie, FL 34952 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert J. Kulas, P.A. Dba Kulas Law Group | Port St Lucie | FL | 11/2013 | Present |
| 1St Global Advisors, Inc. | Port St. Lucie | FL | 09/2018 | 10/2019 |
| 1St Global Capital Corp. | Port St. Lucie | FL | 09/2018 | 10/2019 |
| Avantax Advisory Services | Port Saint Lucie | FL | 10/2019 | 01/2024 |
| Avantax Investment Services, Inc. | Port Saint Lucie | FL | 10/2019 | 01/2024 |
| Kulas & Crawford | Port Saint Lucie | FL | 01/2022 | Present |
| Avantax Planning Partners, Inc. | Port Saint Lucie | FL | 01/2023 | 01/2024 |
| Brokers Financial | Port St. Lucie | FL | 01/2024 | Present |
| Integrity Advisory Solutions | Port St Lucie | FL | 03/2024 | Present |
1) KULAS & CRAWFORD; not investment related; 2100 SE Hillmoor Drive, Suite 105, Port St. Lucie, FL 34952; Legal and Planning services, Attorney Managing Partner; 01/01/2022; Provides legal and planning services as an Attorney. 2) American Academy Wealth; investment related; 2100 SE Hillmoor, Suite 105, Port St. Lucie, FL 34952; Wealth Management; IAR, 01/22/2024; jProvide wealth manangement services to individuals and families. 3) American Academy of Estate Planning Attorneys; not investment related; 2100 SE Hillmoor, Suite 105, Port St. Lucie, FL 34952; Legal advise; Attorney; 11/13/2013; provide legal and planning services to families and individuals. 4) Trusted Attorney Advisors, PLLC; Investment related; 2100 SE Hillmoor Dr, Suite 105, Port St. Lucie, FL 34952; Partnership LLC to receive advisory fee commissions; Member; 06/04/2024; 0 hours per month; 0 hours during trading hours; Partnership LLC to receive advisory fee commissions. 50% owner of LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-19 |
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