Jacob Bryan Dean

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-08-05

FL RA
APPROVED

Since 2025-08-05

Branch Locations

900 Se Ocean Blvd, Ste 244, Stuart, FL 34994 • 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

Organization	City	State	From	To
Florida Financial Advisors	Miami	FL	01/2022	08/2025
Publix	Chattanooga	TN	09/2019	02/2021
Wendy's	Martin	TN	05/2019	08/2019
Firehouse Subs	Chattanooga	TN	02/2019	04/2019
Wendy's	Martin	TN	05/2018	08/2018
Mcdonald's	Martin	TN	05/2017	08/2017
University Of Tennessee At Chattanooga	Chattanooga	TN	03/2021	01/2022
Westview High School	Martin	TN	01/2016	05/2017
Iowa State University	Ames	IA	08/2017	04/2018
Iowa State University	Ames	IA	08/2018	12/2018
Trinity Wealth Securities	Miami	FL	02/2022	08/2025
Lpl Financial	West Palm Beach	FL	08/2025	Present

01/2022 → 08/2025

Florida Financial Advisors

Miami, FL
09/2019 → 02/2021

Publix

Chattanooga, TN
05/2019 → 08/2019

Wendy's

Martin, TN
02/2019 → 04/2019

Firehouse Subs

Chattanooga, TN
05/2018 → 08/2018

Wendy's

Martin, TN
05/2017 → 08/2017

Mcdonald's

Martin, TN
03/2021 → 01/2022

University Of Tennessee At Chattanooga

Chattanooga, TN
01/2016 → 05/2017

Westview High School

Martin, TN
08/2017 → 04/2018

Iowa State University

Ames, IA
08/2018 → 12/2018

Iowa State University

Ames, IA
02/2022 → 08/2025

Trinity Wealth Securities

Miami, FL
08/2025 → Present

Lpl Financial

West Palm Beach, FL

Previous Registrations

2022-02-03 → 2025-08-06

Florida Financial Advisors, Llc

Miami, FL

Miami Lakes, FL

Other Businesses

1 - 07/2025 - Initiative Wealth Planners - Non-Variable Insurance - Investment Related - 10 Hours/Month - 5 Hours During Trading - Stuart, FL - OBA Start Date: 05/19/2025. 2 - 07/2025 - Initiative Wealth Planners - DBA for LPL Business (entity for LPL business) - Investment Related - 10 Hours/Month - 10 Hours During Trading - At reported business location(s) - OBA Start Date: 05/19/2025. 3 - 07/06/2026 - Initiative Wealth Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 8 hours per month/ 2 hours during trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-08-13
S65	Uniform Investment Adviser Law Examination	2021-11-08

S63 Uniform Securities Agent State Law Examination

2023-08-13
S65 Uniform Investment Adviser Law Examination

2021-11-08

View on SEC IAPD