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Collaborative Wealth CRD 142106
$653M regulatory AUM 7 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-05 |
Branch Locations
972 International Parkway, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Collaborative Wealth | Lake Mary | FL | 01/2023 | Present |
| Merrill Lynch | The Woodlands | TX | 08/2014 | 12/2022 |
Collaborative Digital Innovations, AI/ML Software Company, 972 International Parkway, Lake Mary, FL 32746, Software as a Service, Director of Public Relations began Jan 2023, 40hrs/wk total, 2-3hrs a day during trading hours, duties include planning PR events, managing social media platforms, and supervising our moderation staff.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
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