KF
Kevin E. Flint
CALAMAR FINANCIAL GROUP
AMHERST, NY 14228
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CRD#: 3024399
KF
Professional summary
Kevin Edward Flint, CFP® is a registered financial professional currently at CALAMAR FINANCIAL GROUP, LLC located in Amherst, New York.
Kevin is registered as a RR (Registered Representative) and started their career in finance in 1998. Kevin has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
1) KEVIN AND MICHELE FLINT 11574 WESTWOOD BOULEVARD, UNIT 1111 ORLANDO, FL 32831 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER/LANDLORD DUTIES: RENT PROPERTY. START DATE: 11/01/2016 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 2) KEVIN AND MICHELE SCIRTO FLINT 1150 WESTWOOD BOULEVARD, UNIT 1212 ORLANDO, FL 32831 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER/LANDLORD DUTIES: RENT PROPERTY. START DATE: 12/01/2016 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0. 3) KEVIN E FLINT AMD MICHELLE SCIRTO FLINT 11526 WESTWOOD BOULEVARD, UNIT 712 ORLANDO, FL 32821 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER DUTIES: RENTAL PROPERTY, START DATE: 11/16/2017 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 4)RED DOOR LEGACY PROPERTIES LLC TAMPA FLORIDA 32821 CATEGORY: LLC/ENTITY INVESTMENT RELATED: YES TITLE: OWNER DUTIES: LLC HOLDING FLORIDA RENTAL CONDOS START DATE: 06/11/2018 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 5) KEVIN FLINT 11574 WESTWOOD BOULEVARD UNIT 1114 ORLANDO, FLORIDA 32821 CATEGORY:REAL ESTATE MANAGEMENT/RENTAL INVESTMENT RELATED:YES TITLE: CO-OWNER DUTIES: RENTAL START DATE: 07/07/2018 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1. 6) KEVIN FLINT PHOTOGRAPHY 156 SURREY RUN WILLIAMSVILLE, NY 14221 CATEGORY: RETAIL SERVICE INVESTMENT RELATED: NO TITLE: PHOTOGRAPHER DUTIES: PHOTOGRAPH START DATE: 02/28/2019 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 0. 7) Sage Path Advisory Services LLC; Managing Member; Investment Related: No; 13633 Southern Magnolia Drive Dade City FL 33525; Duties: Financial Planning for clients; 2018-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 20; 8) Red Door Legacy Properties LLC; Managing Member; Investment Related: Yes; 13633 Southern Magnolia Drive Dade City FL 33525; Duties: Do anything and everything associated with our rental properties including but not limited to renting the properties, maintaining the properties, paying related bills, maintaining related bank account, etc.; 2018-11-10; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 60.5; Percentage of total yearly compensation expected to be derived from the business: 5; 9)Tamalpais Asset Management; fee-based investment advisory firm; located at 13633 Southern Magnolia Drive, Dade City, FL 33525; Title is Investment Advisor; start date of November 1, 2022; normal business hours/40 hours per week.
CRS (Client Relationship Summary) - BD
Click below to view Kevin Edward Flint'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®
CFP®
Start date: 2005
Experience
Current
May 29, 2021 - Present
CALAMAR FINANCIAL GROUP, LLC
Office #1: 40 John Glenn Drive, Amherst, NY 14228BD
CRD#: 283992
AMHERST, NY
Past
November 1, 2022 - June 24, 2025
TAMALPAIS ASSET MANAGEMENT
RIA
CRD#: 301017
Dade City, FL
Past
June 7, 2021 - June 30, 2022
CALAMAR CAPITAL MANAGEMENT
RIA
CRD#: 288958
WHEATFIELD, NY
Past
September 5, 2001 - April 12, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 5, 2001 - June 2, 2021
OSAIC FA, INC.
BD
CRD#: 3978
Williamsville, NY
Past
March 31, 1998 - August 16, 2001
TRG FINANCIAL, INC.
BD
CRD#: 43870
LAKEWOOD RANCH, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/25/2021)
RR
New York(5/29/2021)
RR
South Carolina(2/3/2022)
RR
Texas(1/25/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CALAMAR FINANCIAL GROUP, LLC
CALAMAR FINANCIAL GROUP, LLC
CRD#: 283992 / SEC#: , 8-69777
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information
Main Address
40 John Glenn Drive, Amherst, NY 14228
Mailing Address
40 John Glenn Drive, Amherst, NY 14228
Phone number
(716) 693-0006
Established
Delaware since 02/02/2016
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Small
# of Employees
FINRA licenses (17 States and Territories)
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.
Company Information
CALAMAR FINANCIAL GROUP, LLC
CRD#: 283992Amherst, NY 14228TRUST BUT VERIFY
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