Albert Geoffrey Wade

Current Employers

Employment History

• 09/2005 → Present
  St Lucie West Lions Club
  Port St. Lucie, FL
• 09/2005 → Present
  Florida Lions Foundation For The Blind, Inc.
  Port St Lucie, FL
• 04/2007 → Present
  Insurance
  Jensen Beach, FL
• 09/2007 → 10/2024
  American Portfolios Financial Services, Inc.
  Jensen Beach, FL
• 10/2024 → Present
  Osaic Wealth, Inc.
  Scottsdale, AZ

Previous Registrations

• 2007-10-01 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-08-24 → 2007-09-27
  Raymond James Financial Services, Inc.
  Jensen Beach, FL
  Jensen Beach, FL
• 1999-03-16 → 2005-08-24
  Morgan Stanley Dw Inc.
  Stuart, FL

Other Businesses

1. SECRETARY-ST. LUCIE WEST LIONS CLUB 2. DIRECTOR-FLORIDA LIONS FOUNDATION FOR THE BLIND, INC. IMMEDIATE PAST PRESIDENT-FLORIDA LIONS CAMP 3. AGENT-AFLAC INSURANCE CO. INSURANCE AGENT - UNITED HEALTHCARE & MUTUAL OF OMAHA (MEDICARE SUPPLEMENT INSURANCE) 4. FLORIDA LIONS EYE BANK - DIRECTOR; NON-PROFIT. START DATE: 2012; DEVOTES 2 HRS PER MONTH. 5. A. GEOFFREY WADE FINANCIAL SERVICES, LLC - LLC FOR TAX PURPOSES; IS NON-SECURITIES RELATED. START DATE: 08/2005; DEVOTES 160 HRS PER MONTH. 6. AMERICAN PORTFOLIOS ADVISORS - IAR; START DATE: 09/2007. 1/23/14 7 . FLORIDA LIONS FOUNDATION FOR THE BLIND, NON-PROFIT 501(C)3, INVESTMENT RELATED, START DATE 1/2015, WELLS FARGO ADVISORS ACCOUNT AUTHORIZED SIGNOR, 1 HOUR PER MONTH, 1 HOUR DURING TRADING HOURS 8 . LIONS CLUBS INTERNATIONAL-INTERNATIONAL DIRECTOR; NON-PROFIT SERVICE ORG., NON-SECURITIES RELATED, START DATE: 07/2018; DEVOTES 12 HOURS PER MONTH 9. BEAUTY OF SIGHT FOUNDATION POSITION: Past President and Member of Finance Committee NATURE: Non-Profit Foundation - Lions Eye Bank INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/04/2020 ADDRESS: 1951 NW 7th Ave Miami FL 33136 DESCRIPTION: As a Past President, I am a Non-Voting member of the Board of Directors. Member of Finance Committee - The Finance Committee meets with the investment account managers on a quarter basis and then makes a report to the Board of Directors. I do not make any investment decisions. The Finance Committee makes recommendations to the Board of Directors, and the Board makes any decisions regarding the accounts. 10. PORT ST LUCIE WEST LIONS CLUB POSITION: Secretary NATURE: Non-Profit Service Organization. Provides services for those in need in the local community. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 5476 NW Culver Court, Port St Lucie FL 34986, United States DESCRIPTION: As club secretary, you keep the club running efficiently. You provide important support of all business operations for the club and board of director meetings, maintain the club roster and member contact information as well as support the club service and social activities. 11. FLORIDA LIONS FOUNDATION POSITION: Past President NATURE: Non-Profit Service Organization. Provides services to individuals to prevent loss of sight. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2022 ADDRESS: 6900 Boston Dr., Lantana FL 33462, United States DESCRIPTION: Member of the Board of Directors (Non-Voting).

Exams

• S66 Uniform Combined State Law Examination
  2012-02-29
• S63 Uniform Securities Agent State Law Examination
  1986-10-01

Other Names

• A Geoffrey Wade
• A Geoffrey Iii Wade
• Albert Geoffrey Wade
• A Geoffrey Wade