LF
Lawrence W. Ford
CONSCIOUS CAPITAL WEALTH MANAGEMENT
Tampa, FL 33602
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CRD#: 1988982
LF
Professional summary
Lawrence Willard Ford, AIF®, who also goes by Larry Ford, is a registered financial advisor currently at CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC located in Tampa, Florida.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Lawrence has worked at 10 firms and has passed the Series 66, SIE, Series 7, Series 6, Series 26 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Larry Ford
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Mr. Ford is involved in speaking, writing and private counseling, on personal empowerment and aligning one's values and dreams. He provides the services under his own name, from 601 S. Harbour Blvd., Suite 109 Tampa FL 33602. He spends an average of approximately 10 hours per week on these activities of which approximately an average of 5 hours are during trading hours. 2) Mr. Ford is the owner and sole member Gulfstream Development, LLC, a firm that invests in alternative assets. He provides those services from his office at 601 S. Harbour Blvd., Suite 109 Tampa FL 33602 and devotes approximately 10 hours per month to that business, of which approximately 4 hours are during trading hours. 3). Mr. Ford is involved in insurance sales and service. He provides the service under Conscious Capital Insurance as at 601 S. Harbour Blvd., Suite 109 Tampa FL and devotes approximately 10 hours per month which approximately 4 HPM are during trading hours. 4) Mr. Ford is the CEO of Conscious Alternative Asset Management (CAAM); Location: 601 S. Harbour Blvd., Suite 109 Tampa FL 33602; Description: A company specializing in consciously curated alternative investment opportunities while seeking profitable returns.; Responsibilities Duties: Strategic Initiatives and leadership; Start date: 2024-03-01; Hours per month devoted to business during trading hours: 10; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15; Contact person at the organization: Lawrence Ford; Website address for the organization: www.caam.global.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Willard Ford's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 9, 2015 - Present
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
Office #1: 601 S. Harbour Blvd Suite 109, Tampa, FL 33602RIA
CRD#: 174670
Tampa, FL
Past
April 18, 2018 - June 13, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ALBANY, NY
Past
March 3, 2016 - May 17, 2018
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Glastonbury, CT
Past
June 15, 2015 - March 7, 2016
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
GLASTONBURY, CT
Past
August 21, 2008 - May 19, 2015
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
GLASTONBURY, CT
Past
August 20, 2008 - March 7, 2016
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
GLASTONBURY, CT
Past
December 3, 2007 - August 21, 2008
MM ASCEND LIFE INVESTOR SERVICES, LLC
BD
CRD#: 36451
GLASTONBURY, CT
Past
November 29, 2007 - August 21, 2008
MM ASCEND LIFE INVESTOR SERVICES, LLC
RIA
CRD#: 36451
GLASTONBURY, CT
Past
October 28, 1998 - December 2, 2005
TOWER SQUARE SECURITIES, INC.
RIA
CRD#: 833
WORCESTER, MA
Past
February 15, 1996 - December 2, 2005
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
August 15, 1994 - February 16, 1996
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
May 27, 1993 - August 15, 1994
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
September 8, 1992 - June 10, 1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 15, 1990 - June 25, 1993
DOMINARI SECURITIES LLC
BD
CRD#: 18975
NEW YORK, NY
Past
July 10, 1990 - August 12, 1991
HIMCO DISTRIBUTION SERVICES COMPANY
BD
CRD#: 6604
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 174670 / SEC#: 801-119516
RIA
Registered Investment Advisory firm - (10/7/2020 Approved)California
Registered Investment Advisory firm - (11/25/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/17/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (10/26/2020 Terminated)New Jersey
Registered Investment Advisory firm - (10/26/2020 Terminated)New York
Registered Investment Advisory firm - (10/26/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/16/2019)
IAR
Colorado(7/19/2019)
IAR
Connecticut(6/9/2015)
IAR
Florida(12/5/2022)
IAR
Massachusetts(4/26/2019)
IAR
New Jersey(4/21/2020)
IAR
New York(10/22/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 174670 / SEC#: 801-119516
RIA
Registered Investment Advisory firm - (10/7/2020 Approved)California
Registered Investment Advisory firm - (11/25/2020 Terminated)Colorado
Registered Investment Advisory firm - (10/30/2020 Terminated)Connecticut
Registered Investment Advisory firm - (2/17/2021 Terminated)Massachusetts
Registered Investment Advisory firm - (10/26/2020 Terminated)New Jersey
Registered Investment Advisory firm - (10/26/2020 Terminated)New York
Registered Investment Advisory firm - (10/26/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
601 S. Harbour Blvd Suite 109, Tampa, FL 33602
Mailing Address
Phone number
(860) 659-8299
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 121,942,760 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONSCIOUS CAPITAL WEALTH MANAGEMENT, LLC
CRD#: 174670Tampa, FL 33602TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
