Austin Kyle Vealey

Current Employers

Employment History

• 01/2015 → Present
  Acorn Tax And Wealth Advisors Llc
  Ocala, FL
• 07/2015 → 08/2020
  J.W. Cole Financial, Inc
  Tampa, FL
• 07/2015 → 08/2020
  J. W. Cole Advisors, Inc.
  Tampa, FL
• 12/2020 → 01/2025
  Lincoln Financial Securities
  Ocala, FL
• 01/2025 → Present
  Osaic Wealth, Inc.
  Ocala, FL

Previous Registrations

• 2021-01-21 → 2025-01-24
  Osaic Fs, Inc.
  Ocala, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
• 2015-08-12 → 2020-07-30
  J. W. Cole Advisors, Inc.
  Ocala, FL
  Tampa, FL
  Oxford, FL
• 2014-11-17 → 2015-07-29
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Ocala, FL
  Palm Beach Gardens, FL

Other Businesses

1) ACORN TAX AND WEALTH ADVISORS 7380 SW 60TH AVE, SUITE 4 OCALA, FL 34476 CATEGORY: CPA INVESTMENT RELATED: NO TITLE: OWNER/CPA DUTIES: SMALL BUSINESS OWNER TAX ANALYSIS AND CONSULTING ON A YEAR ROUND BASIS. QUARTERLY/ANNUAL TAX FILINGS FOR SMALL BUSINESSES. ANNUAL TAX FILINGS FOR INDIVIDUALS START DATE: 8/1/2020 HOURS PER MONTH: 200 HOURS PER MONTH DURING TRADING HOURS: 5 2) ACORN TAX AND WEALTH ADVISORS 7380 SW 60TH AVE, SUITE 4 OCALA, FL 34476 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: MAY RECOMMEND ACCIDENT AND HEALTH INSURANCE, DISABILITY INSURANCE, EQUITY INDEXED ANNUITIES, FIXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE START DATE: 8/1/2020 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 3) ACORN TAX AND WEALTH ADVISORS LLC POSITION: Owner/Member NATURE: LLC with tax election to be an S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/12/2025 ADDRESS: 7380 SW 60th Ave, Ste 4, Ocala FL 34476, United States DESCRIPTION: submitting monthly retirement contributions for bookkeeping and investment clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-01-12
• S65 Uniform Investment Adviser Law Examination
  2014-11-14

Other Names

• Austin Vealey