John William Loyd

Current Employers

Employment History

• 06/2004 → Present
  Lpl Financial Llc
  Fort Worth, TX

Other Businesses

1. 9/15/2009 - OTHER-WRITING BOOK - PLAN ON WRITING A NONFICTION BOOK - TIME SPENT 2%. 2. 11/18/2009 - The Wealth Planner - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 9/28/2010 - TAX PREP/ACCOUNTING/BOOKKEEPING - JOHN LOYD - ADVISOR IS ALSO AN "ENROLLED AGENT" AND PLANS ON DOING TAX RETURNS FOR A HANDFUL OF INDIVIDUALS.- TIME SPENT 5%. 4. 7/25/2012 - OTHER-INSTRUCTION - CFP INSTRUCTOR FOR KAPLAN (PART-TIME/AS NEEDED) - TIME SPENT 5% 5. 08/19/2014 - OTHER - TEACHING - TEACHING - GEORGETOWN UNIVERSITY - TIME SPENT 2 HOURS PER MONTH - FORT WORTH, TX 6. 08/20/2015 - TEACHER - NO BUSINESS NAME - TEACHER - E&Y - 1201 ELM ST, #1400, DALLAS, TX 75219 - START 09/09/2015 - 4 HRS/MO DURING SECS TRDG HRS. 7. 1/29/2018 - No Business Name - Not Investment Related - Fort Worth, TX - Other-Instruction - Start Date: 02/28/2018 - 1 Hour Per Month / 1 Hour During Securities Trading - Provide CPE instruction to a group of CPA's. 8. 1/10/2019 - John Loyd, The Wealth Planner - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/19/2018 - 40 Hours Per Month/30 Hours During Securities Trading. 9. 07/06/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 05/26/2022- 2 Hours Per Month/1 Hour During Securities Trading - Tax Prep - Sole proprietorship. 10. 08/03/2022 - Skyline - Not Investment Related - Dallas/Fort Worth area - Outside/W-2 Employment - Volleyball coach - Start Date - 11/03/2022 - 6 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-28
• S63 Uniform Securities Agent State Law Examination
  1998-03-10

Other Names

• John W Loyd