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Current Employers
Collaborative Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-08-01
  • FL RA
    APPROVED
    Since 2016-08-01

Branch Locations

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

6900 Tavistock Lakes Blvd, Orlando, FL 32827 • 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 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
  • 07/2016 → 12/2022
    Lpl Financial Llc
    Saint Cloud, FL
  • 09/2016 → Present
    Collaborative Wealth Mgmt
    Lake Mary, FL
  • 01/2023 → Present
    Collaborative Digital Innovations Inc.
    Orlando, FL
Previous Registrations
  • 2011-08-09 → 2016-07-25
    Securian Financial Services, Inc.
    Maitland, FL
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-30
  • S66 Uniform Combined State Law Examination
    2011-07-30
Designations

View on SEC IAPD

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