Brian Joseph Malizia

Current Employers

Employment History

• 06/2015 → 09/2016
  Funds Distributor, Llc
  Chicago, IL
• 09/2016 → 03/2017
  Fdx Capital Llc
  Littleton, CO
• 01/2018 → 03/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 04/2017 → 03/2019
  Gf Investment Services, Llc
  Sarasota, FL
• 03/2019 → 06/2023
  J.W. Cole Financial, Inc.
  Tampa, FL
• 03/2019 → 06/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 06/2023 → Present
  Lakeshore Capital Group, Inc.
  Rolling Meadows, IL
• 10/2017 → Present
  Lakeshore Capital Group, Inc.
  Rolling Meadows, IL

Previous Registrations

• 2019-04-16 → 2023-07-10
  J. W. Cole Advisors, Inc.
  Rolling Meadows, IL
  Tampa, FL
  Chicago, IL
• 2017-04-18 → 2019-04-23
  Global Financial Private Capital, Inc.
  Chicago, IL
  Sarasota, FL
  Rolling Meadows, IL

Other Businesses

1.) LAKESHORE CAPITAL GROUP - INVESTMENT RELATED - 1811 Hicks Road, Rolling Meadows, IL 60008 - DBA FOR SECURITIES AND ADVISORY BUSINESS - 1/1/18 - 160 HRS PER MONTH DURING TRADING HRS - PRESIDENT/OWNER 2.) LAKESHORE TAX CONSULTING - NON-INVESTMENT RELATED - 1811 HICKS RD #A, ROLLING MEADOWS, IL 60008 - TAX PREPARATION - PRESIDENT OWNER - 1/8/18 - 5 HRS PER MONT - 2 DURING TRADING HRS - PERSONAL TAX RETURN PREP 3.) Independent Insurance Agent; Investment Related; Rolling Meadows, IL; Start Date 10/2021; Approximately 16 hours/month with some hours during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2016-10-31
• S63 Uniform Securities Agent State Law Examination
  2007-03-29

Other Names

• Brian J Malizia
• Brian Malizia
• Brian J. Malizia