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George Edward Borinski

LPl Financial LLC

Crestview, FL

CRD 5446336

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-04-22
  • FL RA
    APPROVED
    Since 2015-04-22

Branch Locations

250 Aplin Rd., Crestview, FL 32539 • 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
Premier Wealth Management Partners, Llc Panama City FL 10/2007 Present
Lpl Financial Llc Panama City FL 03/2015 Present
  • 10/2007 → Present
    Premier Wealth Management Partners, Llc
    Panama City, FL
  • 03/2015 → Present
    Panama City, FL
Other Businesses

1. 3/5/2015 - Premier Wealth Management Partners - Not Investment Related - 1500 W. 11th Street, Panama City, FL 32401 - Real Estate Rental - Director of Operations - Started Oct 2014 - Time Spent 50%. 2. 3/5/2015 - PREMIER WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 1/5/2009 - TIME SPENT 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-20
  • S66 Uniform Combined State Law Examination
    2015-04-20
Other Names
  • George Edward Borinski

View on SEC IAPD

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