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Kaitlyn Pandzik Weatherly

Atlantic Edge Private Wealth Management

Jacksonville, FL

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Current Employers
Atlantic Edge Private Wealth Management

Jacksonville, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Jacksonville, FL • 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
Lba Wealth Management Jacksonville FL 02/2014 05/2017
Bdo Wealth Advisors, Llc Jacksonville FL 04/2017 Present
Atlantic Edge Private Wealth Management, Llc Jacksonville FL 09/2023 Present
  • 02/2014 → 05/2017
    Lba Wealth Management
    Jacksonville, FL
  • 04/2017 → Present
    Bdo Wealth Advisors, Llc
    Jacksonville, FL
  • 09/2023 → Present
    Atlantic Edge Private Wealth Management, Llc
    Jacksonville, FL
Previous Registrations
  • 2017-04-05 → 2023-09-25
    Bdo Wealth Advisors, Llc
    Jacksonville, FL
  • 2014-02-24 → 2017-05-19
    Lba Wealth Management, Llc
    Jacksonville, FL
Designations
Other Names
  • Kaitlyn Elizabeth Pandzik

View on SEC IAPD

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