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Satellite Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| FL | RA | APPROVED | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mainstreet Financial Planning, Inc. | Satellite Beach | FL | 01/2023 | 07/2023 |
| Mainstreet Financial Planning, Inc. | Satellite Beach | FL | 01/2021 | 12/2022 |
| Junior Achievement Of The Space Coast | Satellite Beach | FL | 01/2016 | 01/2021 |
| Plancorp, Llc | St. Louis | MO | 07/2023 | 10/2025 |
| The American College Of Financial Services | King Of Prussia | PA | 01/2025 | Present |
| Kaul Financial Solutions Llc | Satellite Beach | FL | 09/2024 | Present |
| Dalton Education, Llc | Alpharetta | GA | 07/2025 | Present |
1) Kaul Financial Solutions LLC; Investment-related; 615 Barcelona Court, Satellite Beach, FL; Founder & Chief Compliance Officer; 09/2024; 80 hours/month devoted; 20 hours/week during securities trading hours; Provides financial services. 2) The American College of Financial Services; Not investment-related; 630 Allendale Road, Suite 400, King of Prussia, PA 19406; Higher education provider; Course Facilitator; 1/2025; 10 hours/month devoted; 0 hours/month during securities trading hours; Facilitates mentorship program, provides guidance, and provides support for veterans and spouses transitioning into financial services careers. 3) Dalton Education, LLC; Not investment-related; 3625 Brookside Parkway, Suite 450, Alpharetta, GA 30022; Education provider; Instructor; 7/2025; 10 hours/month devoted; 0 hours/month during securities trading hours; Teaches curriculum for the CERTIFIED FINANCIAL PLANNER® certification program.
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