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Nicholas Paul Gyeszat

Reality Financial Planning Services, LLC

Sarasota, FL

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Current Employers
Reality Financial Planning Services, Llc

3947 Clark Road, Sarasota, FL 34233 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-17

Branch Locations

3947 Clark Road, Sarasota, FL 34233 • 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
Global Financial Private Capital, Llc Sarasota FL 04/2014 04/2017
The Sleight Group / Truadvice Wealth Management Sarasota FL 04/2017 12/2024
Global Financial Private Capital, Llc Sarasota FL 04/2017 03/2018
Truadvice, Llc Sarasota FL 03/2018 12/2023
Bison Advisors Hartwell GA 12/2023 12/2024
Reality Financial Planning Services, Llc Sarasota FL 01/2025 Present
  • 04/2014 → 04/2017
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 04/2017 → 12/2024
    The Sleight Group / Truadvice Wealth Management
    Sarasota, FL
  • 04/2017 → 03/2018
    Global Financial Private Capital, Llc
    Sarasota, FL
  • 03/2018 → 12/2023
    Truadvice, Llc
    Sarasota, FL
  • 12/2023 → 12/2024
    Bison Advisors
    Hartwell, GA
  • 01/2025 → Present
    Reality Financial Planning Services, Llc
    Sarasota, FL
Previous Registrations
  • 2023-12-13 → 2024-12-31
    Bison Wealth, Llc
    Sarasota, FL
    Atlanta, GA
  • 2018-03-09 → 2023-12-04
    Truadvice Llc
    Sarasota, FL
    Sarasota, FL
  • 2015-02-19 → 2018-03-08
    Global Financial Private Capital, Inc.
    Sarasota, FL
    Sarasota, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-06-06
S65 Uniform Investment Adviser Law Examination 2015-02-07
  • S63 Uniform Securities Agent State Law Examination
    2015-06-06
  • S65 Uniform Investment Adviser Law Examination
    2015-02-07
Designations
Other Names
  • Nicholas P Gyeszat

View on SEC IAPD

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