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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-11-03 |
Branch Locations
35002 Us Highway 19 North, Palm Harbor, FL 34684 • United States
35002 Us Highway 19 North, Palm Harbor, FL 34684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2006-07-27 |
Branch Locations
35002 Us Hwy 19 N, Palm Harbor, FL 34684 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Palm Harbor | FL | 04/1993 | 11/2023 |
| Klimis & Associates Advisory, Inc. | Palm Harbor | FL | 06/1983 | Present |
| Osaic Wealth, Inc. | Palm Harbor | FL | 11/2023 | Present |
1. KLIMIS & ASSOCIATES ADVISORY INC. REGISTERED INVESTMENT ADVISER INSURANCE - FSC AGENCY 2. CLEARWATER FREE CLINIC POSITION: Board of Directors member NATURE: Non-Profit Corporation - Provides medical services to people who do not have insurance. I am on the board of directors. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2023 ADDRESS: 1218 Court Street, Clearwater FL 33756, United States DESCRIPTION: I am on the property development board, dealing with the current building and the renovation and expansion to an adjacent building which was recently gifted to the CFC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-12 |
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