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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-08-24 |
| AL | RA | APPROVED | 2026-07-23 |
| OH | RA | APPROVED | 2026-05-15 |
| MA | RA | APPROVED | 2026-05-01 |
| NJ | RA | APPROVED | 2026-04-30 |
| IL | RA | APPROVED | 2026-03-05 |
| MI | RA | APPROVED | 2026-02-27 |
| CA | RA | APPROVED | 2026-02-26 |
| VA | RA | APPROVED | 2026-02-26 |
| NY | RA | APPROVED | 2026-02-25 |
| NC | RA | APPROVED | 2026-02-20 |
| SC | RA | APPROVED | 2025-10-06 |
| AZ | RA | APPROVED | 2025-09-24 |
| MD | RA | APPROVED | 2025-09-11 |
| LA | RA | APPROVED | 2025-03-07 |
| FL | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 07/2022 | 01/2025 |
| Olive Garden | New Port Richey | FL | 06/2022 | 07/2022 |
| Bj's Restaurant | Gainesville | FL | 04/2022 | 06/2022 |
| Olive Garden | Gainesville | FL | 08/2018 | 04/2022 |
| Cracker Barrel | Venice | FL | 07/2015 | 07/2018 |
| Riverview High School | Sarasota | FL | 08/2015 | 05/2017 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2022 | 01/2025 |
| Kcd Financial Inc | Green Bay | WI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-07 |
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