Bryan Walter Tollerene

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2002-07-16

TX RA
APPROVED

Since 2002-07-16

Branch Locations

Pearland, TX • United States

801 Travis Street, Suite 1900, Houston, TX 77002-5730 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial, Llc (Formerly: Linsco Private Ledger)	Houston	TX	07/2002	Present

07/2002 → Present

Lpl Financial, Llc (Formerly: Linsco Private Ledger)

Houston, TX

Previous Registrations

2002-04-01 → 2002-06-28

Prudential Equity Group, Llc

Houston, TX

Other Businesses

1. 9/1/2010: Tollerene Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/15/2021 - Westland Financial Services - Investment Related - Pearland, Texas - Non-Variable Insurance - Started 01/22/2019 - 2 Hours Per Month/1 Hour During Securities Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-04-01
S63	Uniform Securities Agent State Law Examination	1988-07-25

S66 Uniform Combined State Law Examination

2002-04-01
S63 Uniform Securities Agent State Law Examination

1988-07-25

View on SEC IAPD