Anne Lyndsay Vliegenthart

Current Employers

Employment History

• 02/2014 → 10/2019
  Shannon T. Pitner & Co
  Indialantic, FL
• 03/2015 → Present
  Raymond James Financial Services
  Indialantic, FL
• 12/2015 → 09/2019
  Nautilus Wealth Advisors
  Indialantic, FL
• 04/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Indialantic, FL
• 10/2019 → 01/2023
  Kanner Group Llc
  Vero Beach, FL

Other Businesses

(1) Name of Business: Advisor Annie, Inc. Address: 623 17th Street, Vero Beach, FL, 32960, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (DBA for my advisor role at Raymond James) (2) Name of Business: Annie Vliegenthart Address: 630 Hall Road, Malabar, FL, 32960, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Drafting documents for clients, client interaction, occasionally referring a case to another attorney where appropriate, etc. (3) Name of Business: Dancing Horse Dressage & CT Address: 630 Hall Road, Malabar, FL, 32950, United States Activity Type: Non-profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare the monthly books for the club, submit them to the club for review. Deposit checks at the bank when appropriate

Exams

• S66 Uniform Combined State Law Examination
  2016-04-08