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Sandra Ann Stickney

Collaborative Wealth

Lake Mary, FL

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Current Employers
Collaborative Wealth

972 International Parkway, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-01-12
  • FL RA
    APPROVED
    Since 2023-01-12

Branch Locations

972 International Parkway, Lake Mary, FL 32746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Lake Mary FL 09/2004 Present
Collaborative Wealth Management (Dba: Collaborative Wealth) Lake Mary FL 05/2016 Present
  • 09/2004 → Present
    Lpl Financial Llc
    Lake Mary, FL
  • 05/2016 → Present
    Collaborative Wealth Management (Dba: Collaborative Wealth)
    Lake Mary, FL
Previous Registrations
  • 2003-04-11 → 2003-12-31
    Cuso Financial Services, L.P.
    Orlando, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-02
  • S66 Uniform Combined State Law Examination
    2003-09-02
Designations
Other Names
  • Sandra Ann Bryant

View on SEC IAPD

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