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2350 Fruitville Rd Suite 201, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-24 |
Branch Locations
2350 Fruitville Rd Suite 201, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gifford-Heiden Insurance Office | Venice | FL | 06/2014 | 07/2019 |
| Imagine School At Palmer Ranch | Sarasota | FL | 07/2019 | 08/2019 |
| Lpl Financial | Sarasota | FL | 10/2019 | Present |
| Island Hoop Girl Llc | Nokomis | FL | 10/2015 | 04/2017 |
| Gifford-Heiden Insurance Office | Venice | FL | 08/2019 | 10/2019 |
| Walsh & Associates, Llc | Sarasota | FL | 10/2019 | 01/2022 |
| Walsh & Associates, Llc | Sarasota | FL | 01/2022 | 06/2025 |
| Walsh & Associates, Llc | Sarasota | FL | 06/2025 | Present |
1) 04/2025 - LPL Financial - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s); Registered Representative 2) 10/2019 - WALSH & ASSOCIATES, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s). 160 Hrs/Mth - 8 Hrs During Trading. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-09 |
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