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HL

Hayden K. Lee

Some features on this profile are disabled
CRD#: 7256998
HL

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hayden Kathleen Lee, who also goes by Hayden Kathleen Kilpatrick, Hayden Lee, was a registered financial professional .

Hayden is a previously registered financial professional and started their career in finance in 2020. Hayden had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Hayden Kathleen Kilpatrick | Hayden Lee

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 8, 2021 - March 12, 2026

REMOTIV / FINANCIAL SOUNDINGS

RIA
CRD#: 146082
MACCLENNY, FL
Past

October 7, 2020 - November 3, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JACKSONVILLE, FL
Past

July 24, 2020 - October 22, 2021

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
R/
REMOTIV / FINANCIAL SOUNDINGS
FINANCIAL SOUNDINGS | REMOTIV LLC | REMOTIV / FINANCIAL SOUNDINGS | REMOTIV | FS | FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC

CRD#: 146082 / SEC#: 801-69584

RIA
Registered Investment Advisory firm - (9/19/2008 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/17/2020
Securities Industry Essentials Examination

Current Firm

R/
REMOTIV / FINANCIAL SOUNDINGS
FINANCIAL SOUNDINGS | REMOTIV LLC | REMOTIV / FINANCIAL SOUNDINGS | REMOTIV | FS | FINANCIAL SOUNDINGS INVESTMENT ADVISOR, LLC

CRD#: 146082 / SEC#: 801-69584

RIA
Registered Investment Advisory firm - (9/19/2008 Approved)
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Contact information

Main Address
3350 Virginia Street 2nd Floor, Coconut Grove, FL 33133-5336
Mailing Address
Phone number
(786) 697-0839
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

REMOTIV LLC BROCHURE FOR FINANCIAL INSTITUTIONS 2025 (3/27/2025)
REMOTIV LLC BROCHURE FOR INDIVIDUAL RETIREMENT ACCOUNT HOLDERS 2025 (3/27/2025)
REMOTIV LLC BROCHURE FOR INDIVIDUALS UNDER A RETIREMENT PLAN (3/27/2025)
REMOTIV LLC BROCHURE FOR RETIREMENT PLAN FIDUCIARIES 2025 (3/27/2025)

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

REMOTIV / FINANCIAL SOUNDINGS

CRD#: 146082

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