Wendy B Coleman

Current Employers

Employment History

• 08/2009 → 07/2025
  Centaurus Financial, Inc.
  Anaheim, CA
• 07/2025 → Present
  Lpl Financial Llc
  Belton, TX
• 07/2025 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2012-11-12 → 2025-07-25
  Centaurus Financial, Inc.
  Anaheim, CA
  Belton, TX
• 2010-03-23 → 2010-12-31
  Centaurus Financial, Inc.
  Belton, TX

Other Businesses

1. 07/25/2025 - TBG Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Belton, TX 76513 - Start Date: 09/01/2014 - 4 Hrs/Mth - 0 Hrs During Trading - Time Spent: 5. 2. 07/25/2025 - Wendy Coleman - Notary - Investment related - Belton, TX 76513 - Start Date: 11/18/2005 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0. 3. 07/25/2025- The Benefit Group, LLC - Non-Variable Insurance - Investment related - Belton, TX 76513 - Start Date: 06/18/2014 - 80 Hrs/Mth - 2 Hrs During Trading - Time Spent: 25. 4. 07/25/2025- Brookwood Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Belton, TX 76513 - Start Date: 06/25/2025 - 100 Hrs/Mth - 6 Hrs During Trading - Time Spent: 60. 5) 08/14/2025 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date:06/06/2025 - 0 Hrs/Mth - 0 Hrs During Trading.I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 0 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2008-03-10