Gregory F. Kite

POLLEY WEALTH MANAGEMENT LLC

Orlando, FL 32801

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CRD#: 1736279

Professional summary

Gregory Fuller Kite, who also goes by Greg Kite, Greg Kite, is a registered financial advisor currently at POLLEY WEALTH MANAGEMENT LLC located in Orlando, Florida.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Gregory has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg Kite | Greg Kite

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Fuller Kite's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2020 - Present

POLLEY WEALTH MANAGEMENT LLC

Office #1: 250 North Orange Ave Suite 1116, Orlando, FL 32801

RIA

CRD#: 305143

Orlando, FL

Past

November 8, 2018 - October 12, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

TAMPA, FL

Past

November 1, 2018 - October 12, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

TAMPA, FL

Past

March 20, 2014 - June 28, 2018

INNOVATION PARTNERS LLC

RIA

CRD#: 146344

WINDERMERE, FL

Past

January 29, 2014 - June 28, 2018

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

June 19, 2013 - December 31, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PLANT CITY, FL

Past

February 25, 2013 - December 31, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

PLANT CITY, FL

Past

October 13, 2009 - January 29, 2013

GLOBAL ASSET MANAGEMENT GROUP

RIA

CRD#: 150904

ALTAMONTE SPRINGS, FL

Past

September 24, 2007 - October 15, 2009

FINANCIAL LEADERSHIP ADVISORS, INC.

RIA

CRD#: 139864

WINDERMERE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/28/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/19/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

POLLEY WEALTH MANAGEMENT LLC

CRD#: 305143 / SEC#:

Florida

Registered Investment Advisory firm - (9/30/2019 Approved)

Texas

Registered Investment Advisory firm - (2/24/2021 Conditional Restricted)

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Contact information

Main Address

250 North Orange Ave Suite 1116, Orlando, FL 32801

Mailing Address

250 North Orange Ave Suite 1116, Orlando, FL 32801

Phone number

(407) 337-1085

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 15,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gregory F. Kite

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Fuller Kite's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

INNOVATION PARTNERS LLC

INNOVATION PARTNERS LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

GLOBAL ASSET MANAGEMENT GROUP

FINANCIAL LEADERSHIP ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2007

SIE

Date: 6/28/2018

Series 6

Date: 6/19/2013

Current Firm

POLLEY WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POLLEY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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