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Gregory Fuller Kite

Polley Wealth Management LLC

Orlando, FL

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Current Employers
Polley Wealth Management Llc

250 North Orange Ave Suite 1116, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-10-20
  • FL RA
    APPROVED
    Since 2020-10-20

Branch Locations

250 North Orange Ave Suite 1116, Orlando, FL 32801 • 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
The Gift Of Learning Foundation, Inc. Orlando FL 03/1996 Present
Rental Property Astatula FL 12/2005 12/2016
Innovation Partners Llc Matthews NC 01/2014 06/2018
Transamerica Financial Advisors, Inc Tampa FL 11/2018 10/2020
World Financial Group, Inc. Tampa FL 04/2011 10/2020
Folio Real Estate Orlando FL 08/2014 Present
Health Insurance Sales Windermere FL 08/2007 Present
Polley Wealth Management Llc Orlando FL 10/2020 Present
  • 03/1996 → Present
    The Gift Of Learning Foundation, Inc.
    Orlando, FL
  • 12/2005 → 12/2016
    Rental Property
    Astatula, FL
  • 01/2014 → 06/2018
    Matthews, NC
  • 11/2018 → 10/2020
    Transamerica Financial Advisors, Inc
    Tampa, FL
  • 04/2011 → 10/2020
    World Financial Group, Inc.
    Tampa, FL
  • 08/2014 → Present
    Folio Real Estate
    Orlando, FL
  • 08/2007 → Present
    Health Insurance Sales
    Windermere, FL
  • 10/2020 → Present
    Orlando, FL
Previous Registrations
Other Businesses

Sales of insurance products, Investment-related, Orlando, FL, Insurance Agent, 2007, approximately 30 hrs/mo during trading hours, sales of various insurance products. THE GIFT OF LEARNING FOUNDATION, INC/not Investment Related - No/1877 W. OAK RIDGE ROAD, ORLANDO, FL 32809/Education. It operates a private school for Pre K through 12th grade students./President/03.1996/16/4/CFO, Athletic Director and Coach FOLIO REAL ESTATE/not Investment Related - No/19 E. Central Blvd. Orlando, FL 32801/Residential real estate sales/Realtor/08.2014/1/0/Real estate sales associate - listing and sell real estate

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-17
  • S65 Uniform Investment Adviser Law Examination
    2007-09-17
Other Names
  • Greg Kite
  • Greg Kite

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