Inactive

Kimberly Evener

Forza Wealth Management

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Current Employers

Forza Wealth Management

5605 Marquesas Circle, Sarasota, FL 34233 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-22
TX	RA	APPROVED	2022-09-20

FL RA
APPROVED

Since 2022-09-22
TX RA
APPROVED

Since 2022-09-20

Branch Locations

5605 Marquesas Circle, 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

Organization	City	State	From	To
Forza Wealth Management, Llc	Sarasota	FL	07/2022	Present
Caldwell Trust Company	Sarasota	FL	02/2016	07/2022

07/2022 → Present

Forza Wealth Management, Llc

Sarasota, FL
02/2016 → 07/2022

Caldwell Trust Company

Sarasota, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-19

S65 Uniform Investment Adviser Law Examination

2022-09-19

View on SEC IAPD

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