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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-08-01 |
Branch Locations
972 International Parkway, Lake Mary, FL 32746 • United States
6900 Tavistock Lakes Blvd, Orlando, FL 32827 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Saint Cloud | FL | 07/2016 | 12/2022 |
| Collaborative Wealth Mgmt | Lake Mary | FL | 09/2016 | Present |
| Collaborative Digital Innovations Inc. | Orlando | FL | 01/2023 | Present |
(1) 10/01/2010: Rental - Real Estate Rental - Not Investment Related - 2977 Eibib Dr, Saint Cloud, FL 34772 (2) 07/6/2010: Insurance Agent appointed with various companies - Not Investment Related - At Reported Business Location
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-30 |
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