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Current Employers
Collaborative Wealth

972 International Parkway, Lake Mary, FL 32746 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-09-19
  • FL RA
    APPROVED
    Since 2018-09-19

Branch Locations

4915 Nw 43Rd Street, Gainesville, FL 32606 • 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
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
  • 04/2013 → 09/2018
    Gainsville, FL
  • 01/2015 → 09/2018
    Markey Investment Management
    Gainesville, FL
  • 09/2018 → Present
    (Collaborative Wealth) Collaborative Wealth Management, Inc.
    Gainesville, FL
  • 11/2019 → Present
    Gainesville, FL
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-01-22
S65 Uniform Investment Adviser Law Examination 2003-12-18
  • S63 Uniform Securities Agent State Law Examination
    2015-01-22
  • S65 Uniform Investment Adviser Law Examination
    2003-12-18
Other Names
  • Larry Reszenski

View on SEC IAPD

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