Cynthia Marshall Derso

Current Employers

Employment History

• 05/2011 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Marietta, GA
• 03/2022 → Present
  Proactive Wealth Strategies, Llc
  Marietta, GA

Previous Registrations

• 2018-02-14 → 2022-06-29
  Lpl Financial Llc
  Marietta, GA
• 2011-05-18 → 2018-02-20
  Invest Financial Corporation
  Appleton, WI
  Marietta, GA
  Appleton, WI
• 2010-01-15 → 2011-07-06
  Proactive Wealth Strategies, Llc
  Marietta, GA
• 2007-08-09 → 2009-12-31
  Proactive Wealth Strategies, Llc
  Marietta, GA
• 2007-03-13 → 2007-08-21
  Triad Advisors Llc
  Atlanta, GA
  Marietta, GA
• 2006-03-13 → 2007-03-09
  1717 Capital Management Company
  Atlanta, GA
  Roswell, GA

Other Businesses

1. 05/10/2022 - PROACTIVE WEALTH STRATEGIES, LLC- Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2022 - 160 Hours Per Month/ 7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Proactive Wealth Strategies, LLC an independent investment advisor firm. I started this business activity in 5/2022. 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.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-22
• S63 Uniform Securities Agent State Law Examination
  2000-05-25

Other Names

• Cindy M Derso
• Cindy M Biederman
• Cynthia (Cindy) Marshall Biederman
• Cindy Marshall Derso