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LJ

Laura D. Johnson

BAYSHORE FINANCIAL SOLUTIONS
St. Petersburg, FL 33701
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CRD#: 6575112
LJ

Professional summary


Laura Danielle Johnson, who also goes by Laura D Carlson, Laura D Johnson, Laura Danielle Tuberosa, is a registered financial advisor currently at BAYSHORE FINANCIAL SOLUTIONS, LLC located in St. Petersburg, Florida.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Laura has worked at 3 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Laura D Carlson | Laura D Johnson | Laura Danielle Tuberosa

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) Bayshore Retirement Solutions - 111 2ND Ave NE St Petersburg, FL 33701- Insurance Related Business - Owner & Licensed Insurance Agent - Start Date - 08/2009 - Present - 20 hours per week and during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Laura Danielle Johnson'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®
None

Experience


Current

January 9, 2020 - Present

BAYSHORE FINANCIAL SOLUTIONS, LLC

Office #1: 111 2nd Avenue Ne Suite 1250, St. Petersburg, FL 33701
RIA
CRD#: 306105
St. Petersburg, FL
Past

March 23, 2017 - December 31, 2019

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
St. Petersburg, FL
Past

November 17, 2015 - March 22, 2017

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Apollo Beach, FL

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
Florida
(1/9/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/24/2015
Uniform Investment Adviser Law Examination

Current Firm


BF
BAYSHORE FINANCIAL SOLUTIONS, LLC
BAYSHORE FINANCIAL SOLUTIONS, LLC

CRD#: 306105 / SEC#:

Florida
Registered Investment Advisory firm - (1/9/2020 Approved)
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Contact information


Main Address
111 2nd Ave Ne Suite 911, St. Petersburg, FL 33701-3474
Mailing Address
Phone number
(813) 569-9222
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts64
AUM (Assets Under Management)$ 7,500,000

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAYSHORE FINANCIAL SOLUTIONS, LLC

CRD#: 306105St. Petersburg, FL 33701

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