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Kevin Edward Sprouse

ACHIEVING VERITAS
ST. AUGUSTINE, FL
·CRD# 4133768·24 years experience

Professional Summary

Kevin Edward Sprouse is a registered financial advisor currently at ACHIEVING VERITAS LLC located in St. Augustine, Florida. Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kevin has worked at 2 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 30 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

ACHIEVING VERITAS LLC·CRD# 327170
RIA
1. 1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 320802. Lithia, FL
July 9, 2024 - Present
EDWARD JONES·CRD# 250
BD
St Louis, MO
December 7, 2001 - May 19, 2009

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Current Firm

AV
ACHIEVING VERITAS LLC

ACHIEVING VERITAS LLC

CRD#: 327170
Florida
Registered Investment Advisory firm - Florida (8/25/2023 Approved)

Contact Information

Main Address

1301 Plantation Island Drive S. Suite 201b, St. Augustine, FL 32080

Phone Number

(904) 471-6444

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

204

AUM (Assets Under Management)

$70,115,876

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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.

Accrete Group, LLC; No; Las Vegas, NV; Consulting services; Managing Member; 12/2022; 80/ HRS MO; 80/ HRS MO;

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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.
IAR
Florida
(7/9/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2024About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2001About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Feb 2017About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Dec 2001About the Series 7 exam

Series 30 — NFA Branch Manager Examination

Passed Sep 2017About the Series 30 exam

Series 24 — General Securities Principal Examination

Passed Dec 2005About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Kevin Edward Sprouse's CRS (Customer Relationship Summary).

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