Collaborative Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

142106

SEC number

801-80100

Firm type

RIA

Assets under management

$653.3M as of Mar 18, 2026

Website

www.linkedin.com/company/collaborativewealth ↗

Phone

407-792-3336

Address

972 International Parkway, Lake Mary, FL, 32746

Advisors at this firm

14 in our index · page 1 of 1

• Graham Franklin AlbrightCRD 8141799 · Stuart, FL
  IA Registered
• Darla Jean GreerCRD 873136 · Gainesville, FL
  IA RegisteredBroker
• Jaren Nicole HolmesCRD 6383208 · Lake Mary, FL
  IA Registered
• Chad Richmond JusticeCRD 4788183 · Lake Mary, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Douglas Hendricks JonesCRD 7955618 · Lake Mary, FL
  IA RegisteredRegistration inactive
• Stephen MagallanesCRD 5238169 · Stuart, FL
  IA RegisteredBroker
• Thomas Parker PrattCRD 6599076 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Randall Howard ReedCRD 3152155 · Stuart, FL
  IA RegisteredBroker
• Larry ResczenskiCRD 2236292 · Gainesville, FL
  IA RegisteredBroker
• Shawn Matthew SmithCRD 6183746 · Sanford, FL
  IA RegisteredBroker
• Sandra Ann StickneyCRD 4512798 · Lake Mary, FL
  IA RegisteredBroker
• Benjamin Graham SullivanCRD 6702038 · Lake Mary, FL
  IA Registered
• Brenton ThaiCRD 5824640 · Orlando, FL
  IA RegisteredRegistration inactive
• Donald Francis WhiteCRD 1347171 · Stuart, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.