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Warren Edward Burger

Luminary Financial Advisors, LLC

Cocoa Beach, FL

CRD 5402830

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Employer firm

Luminary Financial Advisors, LLC CRD 305865

$18.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Luminary Financial Advisors, Llc

1980 N. Atlantic Ave Unit 411, Cocoa Beach, FL 32931 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-08
FL RA APPROVED 2020-01-13
  • NY RA
    APPROVED
    Since 2021-11-08
  • FL RA
    APPROVED
    Since 2020-01-13

Branch Locations

1980 N. Atlantic Ave Unit 411, Cocoa Beach, FL 32931 • 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
Luminary Financial Advisors, Llc Cocoa Beach FL 08/2019 Present
Tpicap Warwick NY 03/2010 07/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-22
  • S65 Uniform Investment Adviser Law Examination
    2019-05-22

View on SEC IAPD

Nearby Firms

J. W. COLE ADVISORS, INC.
EDWARD JONES
PFS INVESTMENTS INC.

Nearby Investors

JOSEPH IANNUZZO
Jason Alexander Carey
RODNEY JACKSON

Nearby Offices

J. W. COLE ADVISORS, INC. · COCOA BEACH, FL
EDWARD JONES · COCOA BEACH, FL
PFS INVESTMENTS INC. · COCOA BEACH, FL

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