Unclaimed Profile

Thomas L Kirk

CPA WEALTH MANAGEMENT SERVICES PA·MELBOURNE, Florida

Series 2Clean record30 years registeredCPA WEALTH MANAGEMENT SERVICES PA

215 BAYTREE DR, MELBOURNE, FL 32940CRD# 1881285Firm CRD# 111044

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas L Kirk · MELBOURNE, FL

Registration

CRD #1881285 · CPA WEALTH MANAGEMENT SERVICES PA · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CPA WEALTH MANAGEMENT SERVICES PA

SAVANT WEALTH MANAGEMENT

Mar 2024 – Jan 2026

Satellite Beach, FL

FIRSTWAVE FINANCIAL

Jun 2009 – Jul 2024

SATELLITE BEACH, FL

CPA WEALTH MANAGEMENT SERVICES PA

Jun 1996 – Dec 2008

MELBOURNE, FL

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · June 13, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRSTWAVE FINANCIAL, INC.

CRD 111044 · SEC 801-56525

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by FIRSTWAVE FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTWAVE FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas L Kirk offer?

Thomas L Kirk specializes in Financial Planning, Investment Management.

What are Thomas L Kirk's credentials?

Thomas L Kirk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas L Kirk located?

Thomas L Kirk is based in MELBOURNE, Florida, last registered with CPA WEALTH MANAGEMENT SERVICES PA.

How does Thomas L Kirk charge for services?

Thomas L Kirk's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CPA WEALTH MANAGEMENT SERVICES PA?

CPA WEALTH MANAGEMENT SERVICES PA has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at CPA WEALTH MANAGEMENT SERVICES PA

Laura Kathleen Chiesman

SATELLITE BEACH, FL

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