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Altamonte Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2019-04-05 |
| FL | RA | APPROVED | 2018-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Attorney | Winter Park | FL | 04/1984 | Present |
| Royal Alliance Associates, Inc. | Winter Park | FL | 12/2015 | 11/2016 |
| Kms Financial Services, Inc. | Seattle | WA | 11/2016 | 02/2018 |
| Onefirm Consulting, Llc | Winter Park | FL | 02/2018 | Present |
1) KENNETH B. WHEELER LLM,TAX, PA POSITION: Owner NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 7 START DATE: 08/01/1981 ADDRESS: 1155 Louisiana Avenue, Suite 100, Winter Park FL 32789 DESCRIPTION: Tax, Estate Planning and Transactional Attorney 2) DIOGENES GROUP LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2005 ADDRESS: 1155 Louisiana Avenue, Winter Park FL 32789 DESCRIPTION: Diognense group is my approved Marketing name. LLC used to pay sole employee, myself. 3) IMPRESSIONS, LLC - NON-INVESTMENT RELATED - WIFE'S ENGRAVING BUSINESS - 2008 - 10 HRS/MO - 0 HRS/MO DURING TRADING HOURS - LLC OWNED BY WIFE, WORK EXCLUSIVELY WITH THE US NAVAL ACADEMY TO PRODUCE ENGRAVED AND IMPRINTED ITEMS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
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