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Breann Lisa Root

Wilmington Trust Investment Advisors, Inc.

Wilmington, DE

Stafford, VA

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Current Employers
Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-14
VA RA APPROVED 2026-05-08
  • NY RA
    APPROVED
    Since 2026-05-14
  • VA RA
    APPROVED
    Since 2026-05-08

Branch Locations

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States

Stafford, VA • 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
Hsbc Securities (Usa) Inc. Depew NY 01/2015 Present
Hsbc Technology & Services (Usa) Inc. Depew NY 12/2016 Present
Previous Registrations
  • 2009-07-21 → 2025-08-05
    Hsbc Securities (Usa) Inc.
    Washington, DC
    New York City, NY
    Buffalo, NY
    Buffalo, NY
    Buffalo, NY
    Washington, DC
    Depew, NY
    Olathe, KS
    Stafford, VA
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-02
  • S66 Uniform Combined State Law Examination
    2003-01-02
Other Names
  • Breann Lisa Curtis
  • Breann Lisa Storer-Curtis
  • Breann Lisa Storer Curtis

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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