Kimberly Jean Schiavo

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1995 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2020 → 06/2024
  Securities America, Inc.
  Oldsmar, FL
• 07/2020 → 06/2024
  Securities America Advisors, Inc.
  Oldsmar, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Oldsmar, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Oldsmar, FL
• 2016-08-16 → 2020-07-17
  Investacorp Advisory Services Inc
  Clearwater, FL
  Oldsmar, FL

Other Businesses

ADVISORY SERVICES POSITION: IRA NATURE: Advisory Services Investment Advisor Representative IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 52 SECURITIES TRADING HOURS: 52 START DATE: 08/16/2016 ADDRESS: 30 Evelyn Ct, Oldsmar FL 34677 DESCRIPTION: Provide advice, guidance, and research about securities ADG FINANCIAL SERVICES, INC. POSITION: Agent NATURE: Life, Health Including Medicare Insurance Sales and Service INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2015 ADDRESS: 30 Evelyn Ct, Oldsmar FL 34677, United States DESCRIPTION: This activity is a done on average approximately 10 hours per month

Exams

• S66 Uniform Combined State Law Examination
  2016-08-02
• S63 Uniform Securities Agent State Law Examination
  1993-07-30

Other Names

• Kimberly Jean Palumbo
• Kimberly Jean Goforth
• Kimberly J Goforth