Douglas Warren Mcpherson

Current Employers

Employment History

• 04/2016 → Present
  Osaic Institutions, Inc. (Formerly Infinex Investments, Inc.)
  Meriden, CT
• 04/2016 → 02/2024
  Citizens Bank & Trust
  Lakeland, FL
• 02/2024 → Present
  Citizens Bank & Trust
  Lakeland, FL
• 06/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2026 → Present
  Cetera Investment Advisers Llc
  Lakeland, FL

Previous Registrations

• 2016-05-17 → 2026-06-15
  Osaic Institutions, Inc.
  Lakeland, FL
  Chapel Hill, NC
  Lakeland, FL
• 2013-04-02 → 2016-04-14
  J.P. Morgan Securities Llc
  Palm Beach, FL
  Palm Beach, FL
  Palm Beach, FL
  Palm Beach, FL
  Lake Worth, FL
  Lantana, FL
  Palm Beach, FL
  Plantation, FL
  West Palm Beach, FL
  Palm Beach, FL
  Village Of Golf, FL
  Greenacres, FL
  Lake Worth, FL
  Lake Worth, FL
  Delray Beach, FL
  Greenacres, FL
  Boynton Beach, FL
  Lake Worth, FL

Other Businesses

1. TRUST AND WEALTH ADVISOR IN THE TRUST DEPARTMENT FOR CITIZENS BANK & TRUST, TRUST ADMINISTRATION AND NEW BUSINESS DEVELOPMENT FOR HOLISTIC WEALTH ADVISORY RELATIONSHIP; 2. BOARD CHAIR FOR THE MISSION OF WINTER HAVEN, 0.5/HRS/WK; 3. BOARD MEMBER FOR GIVEWELL COMMUNITY FOUNDATION, 0.5/HRS/WK; 4. BOARD MEMBER FOR CENTRAL FLORIDA SPEECH & HEARING CENTER, 0.5/HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2013-03-29
• S63 Uniform Securities Agent State Law Examination
  2003-06-06