Brian Sinclair

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
T Rowe Price	Tampa	FL	10/2015	09/2018
Cuna Brokerage Services, Inc.	Waverly	IA	10/2018	05/2022
Suncoast Credit Union	Spring Hill	FL	10/2018	05/2022
Lpl Financial Llc	Tampa	FL	05/2022	05/2022
Fidelity Investments	Covington	KY	05/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

2023-04-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Land O Lakes, FL
2022-05-19 → 2022-06-13

Lpl Financial Llc

Spring Hill, FL

Trinity, FL

Crystal River, FL

Spring Hill, FL

Tampa, FL

Inverness, FL

Lutz, FL

Port Richey, FL
2019-10-31 → 2022-05-25

Cuna Brokerage Services, Inc.

Spring Hill, FL

Crystal River, FL

Inverness, FL

Bushnell, FL

Brooksville, FL

Spring Hill, FL

Lutz, FL

Port Richey, FL

Trinity, FL

Tampa, FL

Waverly, IA

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-10-29
S63	Uniform Securities Agent State Law Examination	2015-12-15