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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-29 |
Branch Locations
972 International Parkway, Lake Mary, FL 32746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lake Mary | FL | 09/2006 | 01/2023 |
| Collaborative Wealth | Lake Mary | FL | 09/2006 | Present |
| Collaborative Digital Innovations Inc. | Lake Mary | FL | 01/2023 | Present |
(1) Real estate ownership, management, and rental services provided through various companies since November 2015, approximately 2 hrs/mo - 0 hrs during trading hours. (2) 10/13/2016: advisorRETIRE, LLC - Investment Related - 972 International Parkway, Lake Mary, FL 32746 - Start 10/01/2016 - 10 Hr/Mo; 10 Hour(s) During Securities Trading - Business capitalizes acquisitions of independent financial services firms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-12 |
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