Vanessa Lee Quintal

Current Employers

Employment History

• 02/2014 → 04/2017
  Pruco Securities Llc
  Sarasota, FL
• 02/2014 → 04/2017
  Wealth Protection Strategies
  Sarasota, FL
• 03/2018 → 10/2020
  Wells Fargo Clearing Services Llc
  Lakewood Ranch, FL
• 04/2017 → 03/2018
  Unemployed
  Sarasota, FL
• 05/2022 → 05/2023
  Raymond James Financial Services, Inc.
  Bradenton, FL
• 10/2020 → 05/2022
  N/A
  Bradenton, FL
• 05/2022 → 05/2023
  Concurrent Advisors
  Bradenton, FL
• 09/2025 → Present
  Concurrent Investment Advisors D/B/A Lakewood Private Wealth
  Bradenton, FL
• 03/2007 → Present
  Quintal Landholdings Llc.
  Bradenton, FL
• 06/2009 → Present
  Doctor Q, Inc. Dba Dr. Quintal & Associates
  Brandenton, FL
• 03/2021 → Present
  Imagine Charter Schools
  Bradenton, FL
• 05/2022 → 05/2023
  Raymond James Financial Services Advisors, Inc.
  Bradenton, FL
• 05/2022 → Present
  Ennistymon
  Bradenton, FL
• 05/2023 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2022 → 09/2025
  Concurrent Investment Advisors Dba Family Wealth Solutions
  Bradenton, FL

Previous Registrations

• 2022-05-18 → 2023-05-12
  Raymond James Financial Services Advisors, Inc
  Bradenton, FL
  Winter Park, FL
• 2018-03-26 → 2020-11-03
  Wells Fargo Clearing Services, Llc
  Lakewood Ranch, FL
  Sarasota, FL
  Lakewood Ranch, FL
• 2014-04-18 → 2017-04-11
  Pruco Securities, Llc.
  Tampa, FL
  Sarasota, FL
• 2013-06-14 → 2013-09-04
  Bmo Harris Financial Advisors, Inc.
  Bradenton, FL
• 2008-01-01 → 2009-07-22
  Wells Fargo Clearing Services, Llc
  Bradenton, FL
• 2007-11-20 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Bradenton, FL
  St. Louis, MO

Other Businesses

1) Doctor Q., Inc DBA Dr. Quintal & Associates. Not Investment Related. 7638 Tralee Way, Bradenton, FL, 34202. Part-Time Activity/Employment. Bookkeeper. 06/01/2009. Hrs/month 2-10 with 0-1 during trading hours. Bookkeeper for husband's psychotherapy private practice. 2) Concurrent Investment Advisors d/b/a Lakewood Private Wealth. Investment Related. 8470 Enterprise Circle, Lakewood Ranch, FL, 34202. RIA. IAR. 09/01/2025. Hrs/month 160 all during trading hours. Provide investment advice and financial planning to clients. 3) Quintal Landholdings LLC. Investment Related. 7638 Tralee Way, Bradenton, FL, 34202. Rental Real Estate. Partner. 03/01/2007. Hrs/month 5 with 0 during trading hours. Bookkeeper for two commercial properties.

Exams

• S66 Uniform Combined State Law Examination
  2013-03-18

Designations

Other Names

• Vanessa Lee Crockett
• Vanessa L Crockett