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Brian Michael Wieland

J. Loyd Capital Management, LLC

Clayton, MO

Manchester, MO

CRD 4412562

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Employer firm

J. Loyd Capital Management, LLC CRD 172300

$40.1M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
J. Loyd Capital Management, Llc

Clayton, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2015-10-08
IL RA APPROVED 2015-08-24
  • MO RA
    APPROVED
    Since 2015-10-08
  • IL RA
    APPROVED
    Since 2015-08-24

Branch Locations

Clayton, MO • United States

Manchester, MO • 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
OrganizationCityStateFromTo
Beckland Risk Management, Llc St. Louis MO 07/2010 10/2020
J. Loyd Capital Management, Llc Edwardsville IL 08/2015 Present
Previous Registrations
  • 2014-01-02 → 2015-09-04
    Deschaine & Company, L.L.C.
    St. Louis, MO
  • 2009-05-27 → 2013-12-31
    Beckland Financial
    St. Louis, MO
  • 2007-04-17 → 2009-05-06
    Next Financial Group, Inc.
    Chesterfield, MO
    Houston, TX
    Florissant, MO
  • 2006-03-20 → 2006-07-25
    U.S. Bancorp Investments, Inc.
    Fenton, MO
    High Ridge, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-05-07
S63 Uniform Securities Agent State Law Examination 2002-07-26
  • S65 Uniform Investment Adviser Law Examination
    2009-05-07
  • S63 Uniform Securities Agent State Law Examination
    2002-07-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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