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Sandra Esther Burgess

LPl Financial LLC

Minneola, 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 2024-12-03
  • FL RA
    APPROVED
    Since 2024-12-03

Branch Locations

205 W Washington St Ste A, Minneola, FL 34715 • 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
Wca/Fumc Clermont FL 12/2017 03/2022
Homemaker Haverhill/Reading MA 01/2007 12/2017
Thrivent Investment Management Inc Minneapolis MN 02/2022 12/2022
Thrivent Financial Appleton WI 08/2022 12/2022
Lake County School Board Tavares FL 03/2023 Present
Lpl Financial Clermont FL 12/2024 Present
  • 12/2017 → 03/2022
    Wca/Fumc
    Clermont, FL
  • 01/2007 → 12/2017
    Homemaker
    Haverhill/Reading, MA
  • 02/2022 → 12/2022
    Minneapolis, MN
  • 08/2022 → 12/2022
    Thrivent Financial
    Appleton, WI
  • 03/2023 → Present
    Lake County School Board
    Tavares, FL
  • 12/2024 → Present
    Lpl Financial
    Clermont, FL
Previous Registrations
Other Businesses

1) 12/02/2024 - KMF Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 11/19/2024 - 160 Hrs/Mth - 8 Hrs During Trading - 100% Time Spent 2) 12/02/2024- Real Estate Rental - Owner - Inv. Related - Haverhill, MA 01830 - Start date 05/01/2010 - 3 hrs per month - 5 % Time Spent 3) 12/02/2024- Lake County School Board - Instructional Teacher - Outside/W-2 Employment - Non Inv. Related - Start date 11/19/2024 - 80 Hrs/Mth - 930 Hrs During Trading. - 25% Time Spent 4) 07/02/2025 - Law Tax and Financial Services - Investment Related - Tax Prep/Accounting/CPA - Home Based - Start Date:02/01/2026 - 15 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-28
S63 Uniform Securities Agent State Law Examination 1999-03-26
  • S66 Uniform Combined State Law Examination
    2022-06-28
  • S63 Uniform Securities Agent State Law Examination
    1999-03-26
Other Names
  • Sandra E Wright
  • Sandra Esther Wright
  • Sandra Esther Burgess
  • Sandra E Wright
  • Sandy E Wright
  • Sandra Burgess

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