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Current Employers
Kcd Financial, Inc.

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-25
TX RA APPROVED 2026-04-22
  • FL RA
    APPROVED
    Since 2026-06-25
  • TX RA
    APPROVED
    Since 2026-04-22

Branch Locations

3061 Allied Street Suite B, Green Bay, WI 54304 • United States

700 S. Rosemary Ave Suite 204, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guided Financial Advisors West Palm Beach FL 04/2024 Present
Kcd Financial West Palm Beach FL 01/2026 Present
Olive Garden Boca Raton FL 01/2021 12/2022
Florida Atlantic University Boca Raton FL 08/2020 12/2023
North Port High School North Port FL 08/2016 06/2020
Unemployed Boca Raton FL 01/2016 01/2021
Unemployed Boca Raton FL 12/2023 04/2024
  • 04/2024 → Present
    Guided Financial Advisors
    West Palm Beach, FL
  • 01/2026 → Present
    Kcd Financial
    West Palm Beach, FL
  • 01/2021 → 12/2022
    Olive Garden
    Boca Raton, FL
  • 08/2020 → 12/2023
    Florida Atlantic University
    Boca Raton, FL
  • 08/2016 → 06/2020
    North Port High School
    North Port, FL
  • 01/2016 → 01/2021
    Unemployed
    Boca Raton, FL
  • 12/2023 → 04/2024
    Unemployed
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-15
  • S66 Uniform Combined State Law Examination
    2025-09-15

View on SEC IAPD

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