Anthony Wayne Pitzer

Current Employers

Employment History

• 11/2007 → 08/2024
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Southlake, TX
• 11/2019 → Present
  Merit Financial Advisors
  Southlake, TX
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-02-20 → 2005-09-01
  Osaic Fa, Inc.
  Dallas, TX

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Wealth Manager/IAR/Partner. Start Date: 07/15/2024. 160 hrs/ month; all during trading hours. Service clients. 2. Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 07/15/2024. 10 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3. Real Estate Rental. Investment Related. North Richland Hills. Real Estate Rental. Owner. Start Date: 02/07/2018. 1 hr/ month; all during trading hours. Real estate rental 4. Integrity Financial Holdings LLC. Investment Related. At Registered Location. Operating LLC / Support Company. Owner. Start Date: 11/01/2019. 5 hrs/ month; all during trading hours. Business entity for tax/investment purposes 5. Dallas Council of Charitable Gift Plannsers; Not investment-related; P.O. Box 38553, Dallas TX 75238; unpaid board position; Past President; 01/01/2026; 3 hours monthly and during securities trading hours; I moved from President to Past President. I am on a committee of at least 6 that vote on the budget. The budget is mostly on spending for programs for the professional services group.

Exams

• S66 Uniform Combined State Law Examination
  2003-02-18

Designations

Other Names

• Tony Pitzer