Tess Zigo

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

Authority	Category	Status	Date
FL	RA	APPROVED	2021-07-21
TX	RA	APPROVED	2021-07-21

FL RA
APPROVED

Since 2021-07-21
TX RA
APPROVED

Since 2021-07-21

Branch Locations

Palm Harbor, FL • 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

Organization	City	State	From	To
Waddell & Reed Inc	Palm Harbor	FL	02/2015	07/2021
Various Insurance Carriers For W&R Insurance Agencies	Palm Harbor	FL	05/2015	07/2021
Drnc Nfp	Westmont	IL	06/2015	05/2017
Tess Zigo Cpa	Downers Grove	IL	06/2016	11/2020
Sunny Beach Llc I, Ii, And Iii	St Petersburg	FL	11/2016	07/2021
Valerie Janke	Lisle	IL	01/2017	07/2021
Dupage Children'S Museum	Naperville	IL	06/2017	08/2019
Financial Planning Association Of Illinois	Oak Forest	IL	04/2020	07/2021
Lpl Financial Llc	Palm Harbor	FL	07/2021	Present

02/2015 → 07/2021

Waddell & Reed Inc

Palm Harbor, FL
05/2015 → 07/2021

Various Insurance Carriers For W&R Insurance Agencies

Palm Harbor, FL
06/2015 → 05/2017

Drnc Nfp

Westmont, IL
06/2016 → 11/2020

Tess Zigo Cpa

Downers Grove, IL
11/2016 → 07/2021

Sunny Beach Llc I, Ii, And Iii

St Petersburg, FL
01/2017 → 07/2021

Valerie Janke

Lisle, IL
06/2017 → 08/2019

Dupage Children'S Museum

Naperville, IL
04/2020 → 07/2021

Financial Planning Association Of Illinois

Oak Forest, IL
07/2021 → Present

Lpl Financial Llc

Palm Harbor, FL

Previous Registrations

2015-06-30 → 2021-07-21

Waddell & Reed

Lisle, IL

Savage, MN

Lisle, IL

Palm Harbor, FL

Other Businesses

1) 2016 - Real Estate Rental / Sunny Beach LLC I, II and III / Investment Related / 0Hrs/Mo During Trading / 5257 Beach Dr SE C St Petersburg, FL 33705 2) 02/28/2022 - TRUWEALTH PARTNERS LL - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/28/2022 - 80 Hours Per Month/80 Hours During Securities Trading. 3) 06/13/2024 - AOCP Assoc of clifton Park - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 1 Hour Per Month/ During Trading 4) 06/13/2024 - Crump Life Insurance Svc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/14/2024 - 2 Hours Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-06-30

S66 Uniform Combined State Law Examination

2015-06-30

Designations

Certified Financial Planner

Other Names

Tess Vladimirova Vlaeva
Tsveta Vladimirova Vlaeva
Tess Vladimirova Zigo
Tsveta Vladimirova Zigo

View on SEC IAPD