David Richard Fink

Current Employers

Employment History

• 07/2015 → 07/2018
  Halliday Financial Llc
  Sarasota, FL
• 07/2018 → Present
  Lifestyle Freedom Advisory Group, Llc
  Bradenton, FL
• 07/2018 → Present
  Lifestyle Freedom Group, Llc Dba Family Office Division
  Bradenton, FL
• 07/2018 → Present
  Lifestyle Freedom Safe Harbor Llc
  Bradenton, FL
• 01/2015 → Present
  Cosroc Holdings
  Sarasota, FL
• 01/2006 → 12/2020
  Bfk Investments Llc
  Sarasota, FL
• 09/2015 → 07/2018
  Tsa Management Inc.
  Sarasota, FL
• 05/2019 → 12/2020
  Df Lfg, Llc
  Sarasota, FL
• 05/2019 → Present
  Lifestyle Freedom Group, Llc
  Bradenton, FL
• 05/2020 → Present
  Colorado Financial Service Corporation
  Centennial, CO
• 07/2015 → Present
  Brm Sarasota, Llc
  Sarastoa, FL
• 04/2010 → Present
  Cosroc Properties, Llc
  Sarastoa, FL
• 07/2018 → Present
  Lifestyle Freedom Group Llc Dba Array Partners
  Bradenton, FL

Previous Registrations

• 2015-09-02 → 2018-07-09
  Tsa Management Inc
  Sarasota, FL
  Glen Head, NY
• 2015-09-02 → 2016-12-31
  Tsa Management Inc
  Sarasota, FL
  Glen Head, NY
• 2008-06-17 → 2015-08-03
  Rogan & Associates
  Lakewood Ranch, FL

Other Businesses

1. COSROC HOLDINGS LLC; SINCE 01/2015; NOT INVESTMENT RELATED; 2181 Dog Kennel Road Sarasota, FL 34240; Managing member; OWN AND MANAGE RESIDENTIALRENTAL PROPERTIES; 0 HRS DURING Trading 2. LIFESTYLE FREEDOM GROUP, LLC dba Array Partners; UP TO 8 HRS PER MONTH IN THIS BUSINESS; SINCE 07/2018;CONSULTING to CPAs and attorneys. 3. Lifestyle Freedom Safe Harbor, LLC; Non-Investment Related; 9040 Town Center Pkwy, Bradenton, FL 34202: Insurance Agent since 07/2018;Approximately 16 hrs/month spent in this practice. Insurance sales as Independent Contractor and earn commissions. 4. Colorado Financial Services Corp; Centennial, CO; Investment Related; Registered Representative; Sales of commission broker/dealer products; 8 hours per month spent; 8 hours spent during trading hours per month; Started 05/2020.ters; 9040Town Center Pkwy, BRADENTON, FL 34202; NOT INVESTMENT RELATED-MEMBER; CONSULTANT/ADVISOR; THIS BUSINESS PROVIDES CONSULTING WORK 5. BRM Sarasota, LLC, Investment related: No Address: 2181 Dog Kennel Road, Sarasota, FL 34240 Nature: Real Estate Investment Position: Manager Start date: 7/13/2015 hours/month: 0hours during securities trading hours: 0 Duties: Annual filings 6. Lifestyle Freedom Group dba Family Office Division Investment related: No Address: 9040 Town Center Parkway, Bradenton, FL 34202 Nature: Consulting, providing estate and tax planning, cost segregation, and business valuation services Position: Member Start date: 7/2018 hours/month:24 hours during securities trading hours:24 Duties: Meet with clients to understand their situation and their desired goals. Assist in designing solutions to meet those goals 7. CosRoc Properties, LLC, Investment related: No Address: 2181 Dog Kennel Road, Sarasota, FL 34240 Nature: Real Estate Investment Position: Manager Start date: 04/2010 hours/month: 0 hours during securities trading hours: 0 8. Lifestyle Freedom Advisory Group; Investment Related; Bradenton FL; IAR; 07/2018; 35-40 hrs/mo spent in this business; compensated through advisory fees. 9. CosRoc Partners LP, Investment Related, 376 Daniel Drive Boone NC 28607, Family Investment Partnership, Manager of the partnership, Start date of 05/2025, approximately 20 hours a month, Overseeing family investment strategy.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-08-13
• S65 Uniform Investment Adviser Law Examination
  1995-09-14

Designations

Other Names

• David Richard Fink
• David Fink