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BKS RETIREMENT SERVICES

TAMPA, FL · CRD 304266 · IAPD ↗ · 727-723-3676

$0Regulatory AUM
8Advisory reps
8Employees
320Clients
1-10Planning clients
0Private funds
7States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
November 2024 — BKS RETIREMENT SERVICES (TAMPA, FL) left the SEC roster (was $0 RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.