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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-06
LA RA APPROVED 2025-03-06
NY RA APPROVED 2025-03-06
  • FL RA
    APPROVED
    Since 2025-03-06
  • LA RA
    APPROVED
    Since 2025-03-06
  • NY RA
    APPROVED
    Since 2025-03-06

Branch Locations

769 Robert Blvd. Suite 201A, Slidell, LA 70458 • United States

2975 Bee Ridge Road Unit C, Room 4, Sarasota, FL 34239 • 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
Brian E Glickman Cpa Sarasota FL 05/1979 03/2025
The Investment Center, Inc. Sarasota FL 05/1999 03/2025
Ic Advisory Services Inc Sarasota FL 09/2010 03/2025
Lpl Financial Llc Slidell LA 03/2025 Present
  • 05/1979 → 03/2025
    Brian E Glickman Cpa
    Sarasota, FL
  • 05/1999 → 03/2025
    The Investment Center, Inc.
    Sarasota, FL
  • 09/2010 → 03/2025
    Ic Advisory Services Inc
    Sarasota, FL
  • 03/2025 → Present
    Slidell, LA
Previous Registrations
  • 2010-09-15 → 2025-03-06
    Ic Advisory Services, Inc.
    Smithtown, NY
    Bedminster, NJ
    Sarasota, FL
Other Businesses

1- 03/06/2025 - Fairways at Bent Tree HOA - Non-Profit Board Member - Secretary Treasurer - Not Investment Related - Home Based - Start Date 07/26/2017 - 1 hour per month/ 0 hours during trading 2- 03/06/2025 - Brian E Glickman CPA - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 12/03/2024 - 40 hours per month/ during trading 3- 03/06/2025 - Brian E. Glickman CPA, RFC, PFS - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/1999 - 20 hours per month/ during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-06-25
  • S63 Uniform Securities Agent State Law Examination
    1996-06-25
Designations
Other Names
  • Brian E Glickman
  • Brian Glickman

View on SEC IAPD

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