Bruce Tower Schilling

Current Employers

Employment History

• 03/2011 → 03/2023
  The Schilling Group
  Ponte Verda Beach, FL
• 04/2013 → 08/2019
  Lionsbridge Asset Management, Llc
  Jacksonville, FL
• 07/2013 → 08/2019
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2013 → 08/2019
  Pksa Advisory Services
  Albany, NY
• 08/2019 → 03/2023
  Lincoln Financial Advisors, Inc
  Jacksonville, FL
• 04/2015 → Present
  Schilling Private Wealth Services, Llc
  Jacksonville, FL
• 03/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2019-08-08 → 2023-03-02
  Osaic Fa, Inc.
  Jacksonville, FL
• 2013-05-20 → 2019-08-09
  Lionsbridge Wealth Management Llc
  Jacksonville Beach, FL
• 2013-08-01 → 2019-08-07
  Pks Advisory Services, Llc
  Jacksonville, FL
  Albany, NY
  Jacksonville Beach, FL
• 2011-04-13 → 2013-01-25
  Raymond James Financial Services Advisors, Inc
  Jacksonville Beach, FL
• 2009-06-16 → 2011-03-25
  Osaic Fa, Inc.
  Jacksonville, FL

Other Businesses

1. Owner and managing member, Schilling Private Wealth Services, LLC, a private entity established to facilitate insurance business; Located in Jacksonville, FL, as of 04/01/2015; 1% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Jacksonville, FL, as of 03/01/2023, 1% time spent during business hours; Conducted at branch location; Investment related. 3. Co-Owner, Farb and Schilling, LLC, an entity created for the purpose of buying and managing commercial real estate at 2450 Maitland Center Parkway, Suite 201, Maitland, FL 32751, as of 05/2021; 1% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-23

Designations

Other Names

• Bruce T Schilling