Wayne Thomas Lavallee

Current Employers

Glr Partners

8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-05-16

MD RA
APPROVED

Since 2025-05-16

Branch Locations

8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045 • 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
Ubs Financial Services Inc.	Baltimore	MD	10/2015	05/2025
Glr Partners, Llc	Columbia	MD	05/2025	Present
Simplicity Group, Llc. (The Leaders Group, Llc)	Summit	NJ	05/2025	Present
The Leaders Group Inc	Summit	NJ	05/2025	Present

10/2015 → 05/2025

Ubs Financial Services Inc.

Baltimore, MD
05/2025 → Present

Glr Partners, Llc

Columbia, MD
05/2025 → Present

Simplicity Group, Llc. (The Leaders Group, Llc)

Summit, NJ
05/2025 → Present

The Leaders Group Inc

Summit, NJ

Previous Registrations

2015-10-16 → 2025-05-29

Ubs Financial Services Inc.

Baltimore, MD

Silver Spring, MD
2009-06-01 → 2015-10-20

Morgan Stanley

Columbia, MD
2008-11-19 → 2009-06-01

Citigroup Global Markets Inc.

Columbia, MD
2002-01-01 → 2009-02-13

Avantax Advisory Services

Wheaton, MD

Other Businesses

1.) GLR PARTNERS - 5/16/25 - 8820 Columbia 100 Pkwy, Suite 230, Columbia, MD 21045 - Managing Partner, Director of tax estate planning/co head wealth mgmt, Invt Rel, RIA Firm, 120 hrs/mo; 30 hrs/mo (during trading hours).

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-10-30
S63	Uniform Securities Agent State Law Examination	1996-12-06

S65 Uniform Investment Adviser Law Examination

1997-10-30
S63 Uniform Securities Agent State Law Examination

1996-12-06

Designations

Other Names

Wayne Thomas Lavallee
Wayne Thomas Lavallee
Wayne Thomas Lavalle

View on SEC IAPD