Karin Anderson Grablin

Current Employers

Employment History

• 08/2005 → 07/2019
  Lpl Financial Llc
  Sarasota, FL
• 09/2016 → 10/2019
  Srq Wealth Advisory, Llc
  Sarasota, FL
• 09/2010 → Present
  Srq Wealth Management Llc
  Sarasota, FL
• 07/2019 → 12/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2019 → Present
  Cwm, Llc
  Sarasota, FL

Previous Registrations

• 2016-10-28 → 2019-10-31
  Srq Wealth Advisory, Llc
  Sarasota, FL
• 2005-08-15 → 2017-03-15
  Lpl Financial Llc
  Sarasota, FL
  Sarasota, FL

Other Businesses

FIXED INSURANCE NATURE: Insurance START: 7/17/2019 APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 4 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC NAME OF BUSINESS: Take Stock in Children NATURE: Non-profit START: 11/01/2022 POSITION: Mentor APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 4 DUTIES: Meet with the student weekly and give coaching help with homework, planning for college, time management and other activities to get through college. NAME OF BUSINESS: International Women's Forum of the Florida Suncoast NATURE: Non-profit START: 11/10/2021 POSITION: Board member & Treasurer APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board Member & Treasurer - Attend board meetings, give input & help with governance issues, prepare the budget and review financials prepared by the bookkeeper, help with programs. This position does not have access to cash and this organization does not have investments. NAME OF BUSINESS: N/A NATURE: Rental property START: 8/15/2024 POSITION: Co-owner APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Make sure the monthly rent is paid, address any maintenance issues with the home and renew the annual lease agreement. NAME OF BUSINESS: Shed Happens, LLC NATURE: Commercial real estate START: 9/5/2017 POSITION: Co-owner APPX. HRS/MONTH: 4 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 4 DUTIES: Oversee building services, and take care of accounting for the entity NAME OF BUSINESS: N/A NATURE: Vacation rental condo START: 3/1/1996 POSITION: Co-owner APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Work with property manager to rent this property on a seasonal basis NAME OF BUSINESS: Dreams Matter, Inc NATURE: START: 10/1/2023 POSITION: Owner APPX. HRS/MONTH: .5 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: President. Primary duties are accounting for the entity and occasional promotional activities for SRQ Wealth.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-01

Designations

Other Names

• Karin Britt Anderson
• Karin Anderson Smyth