Keith Ward has been an investment adviser representative at Destiny Wealth Partners since April 2025, and is not listed among the firm’s executive officers or direct owners.
Destiny Wealth Partners, LLC is a Tavares, FL firm with $947M under management, 939 clients and 11 advisers across 5 offices, as of its June 2026 filing.
- Destiny Wealth Partners, LLCCurrent– present · 1 yearTavares, FL · Adviser representative · Firm CRD 171346
Investment adviser representative registrations
Keith Ward is registered as an investment adviser representative in 2 states. Each was approved in April 2025.
- FloridaSince 28 April 2025
- TexasSince 18 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 April 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 May 2024 |
| Series 7TO | General Securities Representative Examination | 14 May 2024 |
| SIE | Securities Industry Essentials Examination | 8 November 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Keith Webster Ward
- CRD
- 5394755
- Firm
- Destiny Wealth Partners · CRD 171346
- Office
- 2100 LAKE EUSTIS DR., Tavares, FL 32778
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Keith Ward work?
Keith Ward is an investment adviser representative registered through Destiny Wealth Partners, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Keith Ward a financial advisor?
Yes. Keith Ward has a current investment-adviser registration in Florida and Texas, through Destiny Wealth Partners since April 2025.
How many years of experience does Keith Ward have?
Keith Ward has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Keith Ward passed?
Keith Ward has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2023.
Where is Keith Ward based?
Keith Ward’s registered office is in Tavares, FL.
Is Keith Ward registered with FINRA?
No. Keith Ward has no current broker registration.
How can I verify Keith Ward’s record?
Search CRD 5394755 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Ward’s full registration record.
