JB
John Brock-edgar
LDN WEALTH
Orlando, FL 32817
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CRD#: 6736522
JB
Professional summary
John Brock-edgar is a registered financial advisor currently at LDN WEALTH, LLC located in Orlando, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Owner and licensed mortgage broker with International Mortgage Associates, Inc., - 5/2013 to Present. Not investment related, Duties include originating mortgage loans for borrowers. Spend 6% of time on this activity, none during securities trading hours. 2) Owner of John Brock-Edgar, LLC. Not-Investment related. No duties and no hours spent since this is not active. 3) Owner of Purple Processing, LLC - 7/2019 to Present. Not investment related. Duties include offering administration services for small businesses. Spend 2% of time on this activity, none during securities trading hours. 4) Real Estate Sales Associate with Ameriteam Realty - 4/2020 to Present. Not-Investment related. Duties include referring real estate clients to other agents. Spend 3% of time on this activity, none during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Brock-edgar'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®
NoneExperience
Current
January 27, 2017 - Present
LDN WEALTH, LLC
Office #1: 3505 Lake Lynda Drive Suite 200, Orlando, FL 32817RIA
CRD#: 175348
Orlando, 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
California(5/27/2021)
IAR
Colorado(8/15/2023)
IAR
Connecticut(3/14/2025)
IAR
Florida(1/27/2017)
IAR
Georgia(5/31/2024)
IAR
Michigan(8/26/2022)
IAR
New Jersey(3/1/2023)
IAR
New York(2/7/2025)
IAR
North Carolina(12/19/2024)
IAR
Pennsylvania(1/16/2024)
IAR
South Carolina(8/17/2025)
IAR
Texas(8/13/2021)
IAR
Virginia(1/23/2025)
IAR
Washington(7/15/2025)
IAR
Wisconsin(6/5/2025)
Current Firm
LW
LDN WEALTH, LLC
EXPAT ADVISORY USA, LLC | LDN WEALTH, LLC
CRD#: 175348 / SEC#:
California
Registered Investment Advisory firm - (5/27/2021 Approved)Colorado
Registered Investment Advisory firm - (8/15/2023 Approved)Connecticut
Registered Investment Advisory firm - (3/14/2025 Approved)Florida
Registered Investment Advisory firm - (6/17/2015 Approved)Georgia
Registered Investment Advisory firm - (5/31/2024 Approved)Michigan
Registered Investment Advisory firm - (7/19/2022 Approved)New Jersey
Registered Investment Advisory firm - (3/1/2023 Approved)New York
Registered Investment Advisory firm - (2/7/2025 Approved)North Carolina
Registered Investment Advisory firm - (12/16/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (1/12/2024 Approved)South Carolina
Registered Investment Advisory firm - (8/17/2025 Approved)Texas
Registered Investment Advisory firm - (8/17/2021 Approved)Virginia
Registered Investment Advisory firm - (1/23/2025 Approved)Washington
Registered Investment Advisory firm - (7/15/2025 Approved)Wisconsin
Registered Investment Advisory firm - (6/4/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817
Mailing Address
Phone number
(407) 567-1945
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Company Information
LDN WEALTH, LLC
CRD#: 175348Orlando, FL 32817TRUST BUT VERIFY
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