Elio Chiarelli

Current Employers

Employment History

• 07/2010 → 05/2019
  Lpl Financial Llc
  Gainesville, FL
• 12/2011 → 03/2023
  Independent Financial Partners
  Gainsville, FL
• 05/2019 → 03/2023
  Ifp Securities, Llc
  Gainsville, FL
• 11/2018 → 02/2023
  Kidder Advisors Inc
  Gainesville, FL
• 11/2018 → 02/2023
  Fuerza Financial Inc. Dba The Kidder Company
  Gainesville, FL
• 01/2015 → 11/2018
  Kidder Benefits Consultants Inc
  Gainesville, FL
• 01/2023 → Present
  Bison Wealth, Llc Dba Capital Defender Advisors
  Atlanta, GA
• 03/2023 → Present
  Liquid Strategies, Llc
  Atlanta, GA

Previous Registrations

• 2023-01-18 → 2024-12-31
  Bison Wealth, Llc
  Gainesville, FL
  Atlanta, GA
• 2012-02-21 → 2023-03-31
  Independent Financial Partners
  Alachua, FL
  Gainsville, FL
  Gainesville, FL
• 2014-04-16 → 2014-09-09
  Lpl Financial Llc
  Gainesville, FL
  Gainesville, FL
  West Des Moines, IA

Other Businesses

(1) 5/2007 Independent Insurance Agent; Investment Related; Florida; Life, Health and Variable Annuity: used under DBA Capital Defender Advisors, Inc. (2) 5/2011 Chiarelli Investment Co.; Owner; Real Estate Rental Properties; Investment Related; Alachua, FL; Approx. 5% of time spent; management of the rental properties in the corporation (3) 03/2023 Liquid Strategies; Portfolio Manager; Investment Related; 3550 Lenox Rd NE Suite 2550, Atlanta, GA 30326; 40 hours/month; 2 hours during trading hours; Develop/manage/monitor/execute decisions related to investment fund portfolios and models as well as deliver strategies to institutional clients and registered representatives.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-06

Other Names

• Elio Chiarelli