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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GSK WEALTH ADVISORS, INC.

CRD 126603

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4dd4a433-ab9d-2b7a-7cee-bb6be35c050b

Data as of Jun 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2012 to Jun 21, 2016
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $308MItem 5.F on the latest filing (2016-06-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 6
Accounts: 935
SEC number: 801-62333
CRD: 126603
Filings on the tape: 12
First filed: Jan 23, 2012
Latest filed: Jun 21, 2016
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLET, MARIA, MAS	Ceo	Na	yes	01/2015	Jan 19, 2015	Jun 21, 2016
GOLDSTEIN SCHECHTER KOCH, P.A.	Owner	E	yes	03/2008	Jan 23, 2012	Jun 21, 2016
HORWITZ, SANFORD, BERNARD	Director	Na	yes	01/2015	Jan 19, 2015	Jun 21, 2016
KOCH, JEFFREY, BRUCE	Partner	F	yes	01/2008	Jan 23, 2012	Jun 21, 2016
KOCH, JEFFREY, BRUCE	President	Na	yes	04/1996	Jan 23, 2012	Jun 21, 2016
WIDING, CHRISTOPHER, GERALD	CHIEF COMPLIANCE OFFICER	Na	yes	06/2016	Jun 21, 2016	Jun 21, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GOLDSTEIN SCHECHTER KOCH, P.A.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
CORAL GABLES	FL	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 11, 2016	$308M	$308M	12	7	n/a	n/a	n/a
2014	Feb 23, 2015	$325M	$325M	9	7	n/a	n/a	n/a
2013	Feb 10, 2014	$307M	$307M	7	5	n/a	n/a	n/a
2012	Feb 26, 2013	$161M	$161M	5	4	n/a	n/a	n/a
2011	Jan 23, 2012	$136M	$136M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$308M	$325M	-5.3%	$161M	24.1%	11	9	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BDO WEALTH ADVISORS, LLC	2	Oct 4, 2016	Oct 20, 2016	FORT LAUDERDALE, FL	Team lift out	Other	100.0%

Relationships

Controls (5)

← KOCH, JEFFREY, BRUCEOwnerPARTNER, ownership code F, individual
Jan 23, 2012 to presentfactForm ADV
← WIDING, CHRISTOPHER, GERALDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 21, 2016 to presentfactForm ADV
← HORWITZ, SANFORD, BERNARDOwnerDIRECTOR, ownership code NA, individual
Jan 19, 2015 to presentfactForm ADV
← BLET, MARIA, MASOwnerCEO, ownership code NA, individual
Jan 19, 2015 to presentfactForm ADV
← GOLDSTEIN SCHECHTER KOCH, P.A.OwnerOWNER, ownership code E, domestic entity
Jan 23, 2012 to presentfactForm ADV

Moved with (1)

→ BDO WEALTH ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 4, 2016 to Oct 20, 2016factForm ADV

Registered with (4)

← CHRISTOPHER GERALD WIDINGAdvisorregistration: previous registration
Aug 21, 2014 to Oct 4, 2016factForm ADV
← HARRIET JOHNSON BRACKEYAdvisorregistration: previous registration
Apr 13, 2012 to Oct 4, 2016factForm ADV
← MICHAEL ROGER LAMBRECHTSAdvisorregistration: previous registration
Sep 7, 2016 to Sep 22, 2016factForm ADV
← JEREMY ALAN SCHINDERAdvisorregistration: previous registration
Jul 18, 2008 to Jan 18, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4dd4a433-ab9d-2b7a-7cee-bb6be35c050b
First observed: Jan 23, 2012
Last observed: Jun 21, 2016 124 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GSK WEALTH ADVISORS, INC.

CRD 126603

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4dd4a433-ab9d-2b7a-7cee-bb6be35c050b

Data as of Jun 21, 2016 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:04 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLET, MARIA, MAS

Ceo

yes

01/2015

Jan 19, 2015

Jun 21, 2016

GOLDSTEIN SCHECHTER KOCH, P.A.

Owner

yes

03/2008

Jan 23, 2012

Jun 21, 2016

HORWITZ, SANFORD, BERNARD

Director

yes

01/2015

Jan 19, 2015

Jun 21, 2016

KOCH, JEFFREY, BRUCE

Partner

yes

01/2008

Jan 23, 2012

Jun 21, 2016

KOCH, JEFFREY, BRUCE

President

yes

04/1996

Jan 23, 2012

Jun 21, 2016

WIDING, CHRISTOPHER, GERALD

CHIEF COMPLIANCE OFFICER

yes

06/2016

Jun 21, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GOLDSTEIN SCHECHTER KOCH, P.A.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

CORAL GABLES

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 11, 2016

$308M

n/a

2014

Feb 23, 2015

$325M

n/a

2013

Feb 10, 2014

$307M

n/a

2012

Feb 26, 2013

$161M

n/a

2011

Jan 23, 2012

$136M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$308M

$325M

-5.3%

$161M

24.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BDO WEALTH ADVISORS, LLC

Oct 4, 2016

Oct 20, 2016

FORT LAUDERDALE, FL

Team lift out

Other

100.0%