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Haley Lynn Tonge

Core Wealth Advisors, Inc.

Lakeland, FL

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Current Employers
Core Wealth Advisors, Inc.

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-08
  • FL RA
    APPROVED
    Since 2025-10-08

Branch Locations

124 South Florida Avenue 4Th Floor, Lakeland, FL 33801 • 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
Core Wealth Advisors Lakeland FL 09/2024 Present
Citizens Bank & Trust Lakeland FL 09/2020 09/2024
Jay Bees Lake Wales FL 01/2019 09/2020
Southeastern University Lakeland FL 04/2016 01/2018
Unemployed Lakeland FL 02/2018 12/2018
  • 09/2024 → Present
    Core Wealth Advisors
    Lakeland, FL
  • 09/2020 → 09/2024
    Citizens Bank & Trust
    Lakeland, FL
  • 01/2019 → 09/2020
    Jay Bees
    Lake Wales, FL
  • 04/2016 → 01/2018
    Southeastern University
    Lakeland, FL
  • 02/2018 → 12/2018
    Unemployed
    Lakeland, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Haley Lynn Mccollough
  • Haley Lynn Osborn

View on SEC IAPD

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Other Offices

LPL FINANCIAL LLC · LAKELAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LAKELAND, FL
VICUS CAPITAL, INC. · Lakeland, FL
WISDOM PLANNING GROUP · Lakeland, FL
HPS SOLUTIONS LLC · LAKELAND, FL
EDWARD JONES · LAKELAND, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Lakeland, FL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · LAKELAND, FL

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