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1563 Postal Road Ste 3B-C2, Chester, MD 21619 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-10 |
| MD | RA | APPROVED | 2023-08-25 |
Branch Locations
1563 Postal Road Ste 3B-C2, Chester, MD 21619 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Islands East Advisors Llc | Stevensville | MD | 07/2023 | Present |
| Wr Grace & Co | Columbia | MD | 02/2014 | 07/2025 |
| Islands East Financial Solutions | Stevensville | MD | 09/2024 | Present |
Kevin Caldwell is the Founder, Owner, and Consultant of Islands East Financial Solutions LLC, a fractional CFO service marketed to small businesses. This activity began in September of 2024. This activity accounts for 25% of his time during trading hours, or about 40 hours per month. Islands East Financial Solutions LLC's mailing address is 348 Thompson Creek Mall, Suite 245, Stevensville, MD 21666. This activity is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-08 |
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