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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-01-12 |
Branch Locations
972 International Parkway, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lake Mary | FL | 09/2004 | Present |
| Collaborative Wealth Management (Dba: Collaborative Wealth) | Lake Mary | FL | 05/2016 | Present |
1. 5/18/2009 - Collaborative Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 2/4/2020 - Collaborative Wealth Management - DBA: (Hybrid) Collaborative WEALTH - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - ADMIN. - Started 08/07/2014 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to Collaborative Wealth Management, an independent investment advisor firm. I started this business activity in 02/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/19/2023 - CSKK, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/20/2022 - 80 Hours Per Month/80 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-02 |
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