Brenton Thai

Employer firm

Collaborative Wealth CRD 142106

$653M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2011-07-30

Designations

• Certified Financial Planner