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Laurence Elliott Hulbert

Naples Wealth Planning

Bonita Springs, FL

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Current Employers
Naples Wealth Planning

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

3301 Bonita Beach Road Suite 308, Bonita Springs, FL 34103 • 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
OrganizationCityStateFromTo
Bb&T Wealth Management Naples FL 03/2011 10/2017
Capitalrock Financial, Llc D/B/A Naples Wealth Planning Naples FL 10/2017 10/2020
Laidlaw Wealth Management Dba Naples Wealth Planning Naples FL 10/2020 07/2023
Imprint Wealth Llc D/B/A Naples Wealth Planning Naples FL 07/2023 Present
  • 03/2011 → 10/2017
    Bb&T Wealth Management
    Naples, FL
  • 10/2017 → 10/2020
    Capitalrock Financial, Llc D/B/A Naples Wealth Planning
    Naples, FL
  • 10/2020 → 07/2023
    Laidlaw Wealth Management Dba Naples Wealth Planning
    Naples, FL
  • 07/2023 → Present
    Imprint Wealth Llc D/B/A Naples Wealth Planning
    Naples, FL
Previous Registrations
  • 2024-07-01 → 2024-09-30
    Imprint Wealth Llc
    Mount Pleasant, SC
    Naples, FL
  • 2023-07-14 → 2024-06-17
    Imprint Wealth Llc
    Naples, FL
    Mount Pleasant, SC
  • 2020-11-23 → 2023-08-04
    Laidlaw Wealth Management Llc
    Naples, FL
  • 2018-04-06 → 2020-12-31
    Capitalrock Financial, Llc
    Naples, FL
  • 2007-07-05 → 2011-04-01
    M&I Investment Management Corp.
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-03
  • S65 Uniform Investment Adviser Law Examination
    2018-01-03
Other Names
  • Laurie Hulbert

View on SEC IAPD

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Ty LaVictoire
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MATTHEW STROUD HELLEBUSCH
TRENT VERNON SPECKMAN
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Other Offices

PORTFOLIO MEDICS, LLC · BONITA SPRINGS, FL
PELICAN WEALTH ADVISORS, LLC · BONITA SPRINGS, FL
PORTFOLIO MEDICS, LLC · Bonita Springs, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BONITA SPRINGS, FL
LPL FINANCIAL LLC · BONITA SPRINGS, FL
VENTURE VISIONARY PARTNERS LLC · Bonita Springs, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BONITA SPRINGS, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Bonita Springs, FL

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