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3061 Allied Street Suite B, Green Bay, WI 54304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-07-29 |
| MA | RA | APPROVED | 2026-05-01 |
| NJ | RA | APPROVED | 2026-03-19 |
| IL | RA | APPROVED | 2026-03-10 |
| NC | RA | APPROVED | 2026-03-03 |
| VA | RA | APPROVED | 2026-03-03 |
| NV | RA | APPROVED | 2026-03-02 |
| NM | RA | APPROVED | 2026-03-02 |
| IN | RA | APPROVED | 2026-02-27 |
| MD | RA | APPROVED | 2026-02-27 |
| WA | RA | APPROVED | 2026-02-27 |
| ID | RA | APPROVED | 2026-02-18 |
| GA | RA | APPROVED | 2026-01-29 |
| NY | RA | APPROVED | 2026-01-28 |
| CA | RA | APPROVED | 2025-08-29 |
| LA | RA | APPROVED | 2025-07-11 |
| OH | RA | APPROVED | 2025-01-29 |
| CO | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2024-10-29 |
| FL | RA | APPROVED | 2022-08-10 |
Branch Locations
3061 Allied Street Suite B, Green Bay, WI 54304 • USA
3061 Allied Street Suite B, Green Bay, WI 54304 • United States
700 S. Rosemary Ave Suite 204, West Palm Beach, FL 33401 • United States
200 Central Ave 4Th Floor, St.PEtersburgh, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 08/2017 | 05/2018 |
| Mickool, Inc. | Tampa | FL | 08/2017 | 08/2018 |
| Unemployed | Tampa | FL | 03/2017 | 05/2017 |
| Carillon Green | Tampa | FL | 10/2016 | 03/2017 |
| Franklin Manor | Tampa | FL | 08/2016 | 10/2016 |
| Ifs Securities Inc. | Atlanta | GA | 05/2018 | 02/2019 |
| Florida Financial Advisors | Orlando | FL | 06/2018 | 07/2022 |
| Trinity Wealth Securities L.L.C | Orlando | FL | 02/2019 | 05/2022 |
| Trinity Wealth Securities, Llc | Tampa | FL | 05/2022 | 07/2022 |
| Kcd Financial | Green Bay | WI | 07/2022 | Present |
1) Guided Financial Advisors. Investment related. 700 S Rosemary, Suit 204, West palm Beach FL. Insurance sales, 16 hours per month, 2 hours per month during market hours. 2) Sowers Real Estate. 6572 Brookhurst Circle, Lake Worth, FL 33463. Rental property. Not investment related. 8 hours per month, none during market hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-24 |
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