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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
100 E. Pine Street Suite 110, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kcd Financial Inc | Green Bay | WI | 06/2026 | Present |
| Guided Financial Advisors | Orlando | FL | 01/2026 | Present |
| Unemployed | Davenport | FL | 11/2025 | 12/2025 |
| Bam | Carmel | IN | 03/2025 | 10/2025 |
| Unemployed | Brownsburg | IN | 12/2024 | 02/2025 |
| The Walt Disney Company | Bay Lake | FL | 01/2024 | 11/2024 |
| Indiana Wesleyan University | Marion | IN | 08/2019 | 04/2023 |
| Fedex | Whitestown | IN | 05/2021 | 06/2021 |
| Old Navy | Avon | IN | 05/2019 | 08/2019 |
| Universal Studios Orlando | Orlando | FL | 04/2026 | Present |
| Unemployed | Brownsburg | IN | 05/2023 | 01/2024 |
| Student | Brownsburg | IN | 08/2004 | 04/2019 |
Name: GUIDED FINANCIAL ADVISORS/GUIDED FINANCIAL INSURANCE, NON-INVESTMENT RELATED, 700 S. ROSEMARY AVE. SUITE 204, WEST PALM BEACH, FL 33401 (HEADQUARTERS), BUSINESS INCLUDES BUT IS NOT LIMITED TO FIXED/INSURANCE BUSINESS, POSITION/TITLE: CONSULTANT/ASSOCIATE, RELATIONSHIP: CONTRACTED, START DATE: 5/18/2025, HOURS/MONTH: 20-25 (5 HOURS/WK DURING TRADING HOURS), DUTIES: ASSIST WITH INSURANCE OFFERINGS. NAME: UNIVERSAL STUDIOS ORLANDO, NON-INVESTMENT RELATED, 1000 UNIVERSAL STUDIOS PLAZA, ORLANDO, FL 32819, PART TIME ASSISTANCE WITH PATRONS AND RIDE ATTRACTIONS, POSITION/TITLE: ATTENDANT, RELATIONSHIP: EMPLOYEE, START DATE: 4/6/2026, HOURS/MONTH: 25-30 (6-8 HRS 1 X PER WEEK, TYPICALLY ON WEEKENDS), DUTIES: ASSIST WITH ATTRACTIONS AND PATRONS NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-13 |
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