Philip Fowler Quealy

Current Employers

Employment History

• 08/2002 → 07/2021
  Waddell & Reed, Inc
  Oldsmar, FL
• 10/2003 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Safety Harbor, FL
• 09/2017 → 07/2021
  Lazy 8 Enterprises Llc
  Safety Harbor, FL
• 10/2017 → 07/2021
  Quealy P.A. Inc
  Safety Harbor, FL
• 08/2018 → 07/2021
  Carruba, Quealy & Associates
  Lutz, FL
• 07/2021 → 04/2023
  Lpl Financial Llc
  Oldsmar, FL
• 04/2023 → Present
  Osaic Wealth, Inc.
  Tampa, FL
• 04/2023 → Present
  Fixed Insurance Business
  Tampa, FL

Previous Registrations

• 2021-07-21 → 2023-04-25
  Lpl Financial Llc
  Odessa, FL
  Oldsmar, FL
• 2004-12-09 → 2021-07-21
  Waddell & Reed
  Charleroi, PA
  Tampa, FL
  Tampa, FL
  Oldsmar, FL

Other Businesses

1. 09/2017-PRESENT, LAZY 8 ENTERPRISES, LLC, SAFETY HARBOR, FL, INV-RELATED: N, LLC, PRESIDENT, 4 HRS/ MONTH, 0 SEC TRADING HRS. 10/2017- PRESENT, QUEALY P.A. INC, SAFETY HARBOR, FL, INV- RELATED: N, LLC, OWNER, 8 HRS/ MONTH, 0 SEC TRADING HRS. 2. FIXED INSURANCE BUSINESS POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 04/14/2023 ADDRESS: 5601 Mariner St., #475, Tampa FL 33609, United States DESCRIPTION: Offers insurance-fixed annuities and non variable insurance, including but not limited to, Life, Accident, Health, Disability Income, and Long Term Care.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-24
• S65 Uniform Investment Adviser Law Examination
  2004-12-07

Other Names

• Philip Quealy