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2350 Fruitville Rd Suite 201, Sarasota, FL 34237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-27 |
Branch Locations
2350 Fruitville Rd Suite 201, Sarasota, FL 34237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petsmart | Melbourne | FL | 02/2019 | 01/2020 |
| Carpet Fashions | Melbourne | FL | 06/2021 | 10/2021 |
| Petsmart | Tampa | FL | 01/2020 | 04/2021 |
| Psychological Associates Of Melbourne | Melbourne | FL | 02/2022 | 10/2022 |
| University Of South Florida | Tampa | FL | 01/2020 | 12/2022 |
| Eastern Florida State College | Melbourne | FL | 08/2019 | 12/2019 |
| Walsh & Associates | Sarasota | FL | 05/2023 | Present |
| Hillsborough County Schools | Seffner | FL | 01/2020 | 05/2021 |
| Eau Gallie High School | Melbourne | FL | 08/2015 | 05/2019 |
| Unemployed | Tampa | FL | 11/2022 | 04/2023 |
| Brevard County Schools | Melbourne | FL | 12/2021 | 05/2022 |
| Lpl Financial Llc | Sarasota | FL | 05/2023 | 10/2024 |
| Lpl Financial Llc | Sarasota | FL | 10/2024 | Present |
1. 07/02/2024- Walsh & Associates- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location 2. 08/23/2024 - Walsh and Associates - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported business Location(s) - Start Date 05/23/2023 - 160 Hours Per Month/ 150 Hours During Trading - I provide administrative support to Walsh and Associates, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately [#] hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-10-22 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-14 |
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