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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Gainsville | FL | 04/2013 | 09/2018 |
| Markey Investment Management | Gainesville | FL | 01/2015 | 09/2018 |
| (Collaborative Wealth) Collaborative Wealth Management, Inc. | Gainesville | FL | 09/2018 | Present |
| Lpl Financial, Llc | Gainesville | FL | 11/2019 | Present |
1)11/2019 - DBA for LPL Business (entity for LPL business) - Collaborative Wealth Management, Inc - 100% - INVESTMENT RELATED - GAINESVILLE, FL 32606 2)2001 - Notary - LARRY RESCZENSKI - 0% - INVESTMENT RELATED - HORSESHOE BEACH, FL 32648 3)11/2019 - DBA for LPL Business (entity for LPL business) - COLLABORATIVE WEALTH - INVESTMENT RELATED - GAINESVILLE, FL 32606 4) 1/22/2020 - Collaborative Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 10/30/2019 - 160 Hours Per Month - I provide investment advisory services through Collaborative Wealth, an independent investment advisor firm. I started this business activity in 1/2020. 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. 5) Mr. Resczenski is the Treasurer of his Condo Association, The Lofts at West University Avenue Condominium Association. A management company oversees the finances.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-12-18 |
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