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Current Employers
Lifestyle Freedom Advisory Group, Llc

9040 Town Center Parkway, Bradenton, FL 34202 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
NC RA APPROVED 2019-07-10
TX RA APPROVED 2018-11-16
  • FL RA
    APPROVED
    Since 2025-01-01
  • NC RA
    APPROVED
    Since 2019-07-10
  • TX RA
    APPROVED
    Since 2018-11-16

Branch Locations

9541 Julian Clark Ave Suite 101, Huntersville, NC 28078 • United States

9040 Town Center Parkway, Bradenton, FL 34202 • 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
Lifestyle Freedom Advisory Group, Llc Bradenton FL 11/2018 Present
Lifestyle Freedom Group, Llc Dba Array Partners Bradendon FL 05/2018 Present
Lpl Financial Fort Mill SC 08/2017 05/2018
Lpl Financial Fort Mill SC 10/2015 08/2017
Lifestyle Freedom Group, Llc Bradenton FL 05/2019 Present
Lifestyle Freedom Group, Llc Dba Family Office Division Bradenton FL 05/2018 Present
Lifestyle Freedom Safe Harbor, Llc Bradenton FL 02/2024 Present
  • 11/2018 → Present
    Bradenton, FL
  • 05/2018 → Present
    Lifestyle Freedom Group, Llc Dba Array Partners
    Bradendon, FL
  • 08/2017 → 05/2018
    Lpl Financial
    Fort Mill, SC
  • 10/2015 → 08/2017
    Lpl Financial
    Fort Mill, SC
  • 05/2019 → Present
    Lifestyle Freedom Group, Llc
    Bradenton, FL
  • 05/2018 → Present
    Lifestyle Freedom Group, Llc Dba Family Office Division
    Bradenton, FL
  • 02/2024 → Present
    Lifestyle Freedom Safe Harbor, Llc
    Bradenton, FL
Other Businesses

LIFESTYLE FREEDOM GROUP, LLC DBA ARRAY PARTNERS AND FAMLY OFFICE DIVISION; NOT-INVESTMENT RELATED; DIRECTOR OF OPERATIONS/Member; BRADENTON, FL; BUSINESS CONSULTATION; START 05/2018; APPROXIMATELY 50% OF TIME SPENT IN THIS BUSINESS. LIFESTYLE FREEDOM GROUP, LLC; MEMBER/Director of Operations; BRADENTON, FL; START 05/2019; APPROXIMATELY 10% OF TIME SPENT IN BUSINESS. Lifestyle Freedom Safe Harbor, LLC; Insurance agent; BRADENTON, FL; START 02/2024; 24 hours/month, all during trading; insurance sales and service. LIFESTYLE FREEDOM SAFE HARBOR, LLC; OPERATIONS; BRADENTON, FL; START 05/2018; APPROXIMATELY 10% OF TIME SPENT IN THIS BUSINESS. LIFESTYLE FREEDOM GROUP, LLC dba Family Office Division Investment related: No Address: 9040 Town Center Parkway, Bradenton, FL 34202 Nature: Consulting, providing estate and tax planning, cost segregation, and business valuation services Position: Member/Director of Operations; Start date: 5/2018 hours/month:24 hours during securities trading hours:24 Duties: Assist with back end workflows, assisting consultants with crafting presentations

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-06
  • S65 Uniform Investment Adviser Law Examination
    2018-11-06
Other Names
  • Tim Daley

View on SEC IAPD

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