Bradley James Lukens

Current Employers

Employment History

• 07/2026 → Present
  Lat Wealth Financial Advisors
  Clearwater, FL
• 07/2026 → Present
  Florida Financial Advisors
  Clearwater, FL
• 08/2015 → 05/2026
  Harris, Eckland, & Associates Inc
  Tallahassee, FL
• 07/2023 → 11/2025
  Burgess & Company Cpas Llc
  Franklin, VA
• 05/2025 → Present
  Curtis Stokes & Associates
  Fort Lauderdale, FL

Other Businesses

1) Florida Financial Advisors. Investment Related.5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities 2) Lat Wealth Financial Advisors. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: RIA. Position: Financial planning and wealth management marketing entity. Does not provide investment advisory services. Advisory services are offered through Florida Financial Advisors, LLC. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Marketing activities; no advisory services conducted through this entity. 3) Latitude Insurance Agency Services. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Insurance agency. Licensed insurance agency engaged in the sale of fixed insurance products. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. 4) Florida Financial Insurance, LLC. Investment Related. 5225 Tech Data Dr, Suite 200. Clearwater FL 33760. Nature of Business: Licensed insurance agency engaged in the sale of insurance products, including fixed and fixed indexed annuities and life insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Licensed insurance producer involved in consumer insurance sales. 5) Curtis Stokes & Associates. Not-investment Related. 1000 Orange Isle Fort Lauderdale, FL 33315. Nature of Business: brokering boat sales/purchases. Position: Boat Broker. 5/2025. 2 hours per month during trading hours. Licensed boat broker involved in boat transactions

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-06