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9040 Town Center Parkway, Bradenton, FL 34202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2019-07-10 |
| TX | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-06 |
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