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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-05 |
| FL | RA | APPROVED | 2025-08-12 |
Branch Locations
6260 Lake Osprey Dr, Lakewood Ranch, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sarasota | FL | 04/2006 | 02/2019 |
| Kestra Investment Services, Llc | Longwood | FL | 02/2019 | 12/2019 |
| Kestra Advisory Services, Llc | Longwood | FL | 02/2019 | 12/2019 |
| Avantax Advisory Services | Lakewood Ranch | FL | 02/2020 | 09/2025 |
| Avantax Investment Services, Inc. | Lakewood Ranch | FL | 02/2020 | 09/2025 |
| Retirement Wealth Specialists | Sarasota | FL | 02/2019 | 12/2019 |
| Aksala Wealth Advisors, Llc | Lakewood Ranch | FL | 02/2020 | Present |
| Boy Scouts | Bradenton | FL | 03/2018 | Present |
| Avantax Insurance Agency, Llc | Lakewood Ranch | FL | 02/2020 | 09/2025 |
| Jp Daley Llc | Lakewood Ranch | FL | 02/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Lakewood Ranch | FL | 09/2025 | Present |
| Cetera Investment Advisers Llc | Lakewood Ranch | FL | 09/2025 | Present |
1) Aksala Wealth Advisors LLC~'IR'~8225 Natures Way #119~Lakewood Ranch~FL~34202~Other~Independent Contractor~2/12/2020~160hrs~130hrs~meeting with clients, providing investment advice and financial planning. All investment transactions will be conducted through Avantax Broker Dealer. Aksala Wealth Advisors LLC was created to conduct Avantax business. 2) BNI KEY REFERRALS; member: Networking group of professionals that meets weekly to exchange business referrals; INVESTMENT RELATED: No; 4; 4; STARTED 09/28/2021; 11525 N. Community House, Suite 475, Charlotte NC 28277, US; Attend weekly meetings and learn about other's businesses - I currently hold no positions nor have any responsibilities with the group. 3) JP DALEY LLC POSITION: Owner NATURE: Conduit for the 1099 income I receive from Aksala INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/13/2020 ADDRESS: 6260 Lake Osprey Dr, Lakewood Ranch FL 34240, United States DESCRIPTION: My only responsibilities are keeping the business status active and compliant with state requirements.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-06 |
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