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Gretchen Mcthenia Collins

LPl Financial LLC

Fort Myers, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-07-21
  • FL RA
    APPROVED
    Since 2020-07-21

Branch Locations

13710 Cypress Terrace Cir,#200, Fort Myers, FL 33907 • 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
Wells Fargo Advisors Llc Naples FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Naples FL 05/2009 01/2017
Securities Service Network, Inc Fort Myers FL 01/2017 07/2020
Ssn Advisory, Inc Fort Myers FL 01/2017 07/2020
Lpl Financial Llc Fort Myers FL 07/2020 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Naples, FL
  • 05/2009 → 01/2017
    Naples, FL
  • 01/2017 → 07/2020
    Securities Service Network, Inc
    Fort Myers, FL
  • 01/2017 → 07/2020
    Ssn Advisory, Inc
    Fort Myers, FL
  • 07/2020 → Present
    Fort Myers, FL
Previous Registrations
  • 2017-01-25 → 2020-07-21
    Ssn Advisory, Inc.
    Fort Myers, FL
  • 2011-02-08 → 2017-01-11
    Naples, FL
    Fort Myers, FL
    Fort Myers, FL
    North Fort Myers, FL
    Fort Myers, FL
    Naples, FL
    Lehigh Acres, FL
    North Fort Myers, FL
    Fort Myers, FL
    Fort Myers, FL
Other Businesses

1)7/20/2020- Cornerstone Financial Planning Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Fort Myers, FL- 100% 2)7/20/20- Gretchen Collins- Non-Variable Insurance - Agent selling Fixed annuities, Term and Whole life- Fort Myers, FL- Start date 5/30/2004- 30hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-04
S63 Uniform Securities Agent State Law Examination 2005-02-25
  • S66 Uniform Combined State Law Examination
    2011-02-04
  • S63 Uniform Securities Agent State Law Examination
    2005-02-25
Other Names
  • Gretchen Lynne Bell
  • Gretchen Mcthenia
  • Gretchen Bell Mcthenia
  • Gretchen Bell Mcthenia Collins
  • Gretchen Mcthenia Collins

View on SEC IAPD

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