Melissa Ann Brennan

Current Employers

Employment History

• 03/2004 → 05/2018
  Vogel Financial Advisors, Llc
  Richardson, TX
• 03/2004 → 05/2018
  Perryman Securities, Inc.
  Dallas, TX
• 05/2018 → 01/2020
  Ausdal Financial Partners, Inc
  Davenport, IA
• 05/2018 → 01/2020
  Cfo4Life
  Coppell, TX
• 01/2020 → Present
  Lpl Financial, Llc
  Plano, TX
• 01/2020 → Present
  Symphony Financial, Ltd. Co.
  Houston, TX

Previous Registrations

• 2018-07-19 → 2020-01-21
  Cfo4Life
  Richardson, TX
  Coppell, TX
• 2005-03-28 → 2018-05-24
  Vogel Financial Advisors, Llc
  Richardson, TX

Other Businesses

1)01/2020 - DBA for LPL Business (entity for LPL business) - Aviation Retirement Strategies, LLC - 100% - INVESTMENT RELATED - PLANO, TX 75023 2)01/2020 - DBA for LPL Business (entity for LPL business) - ARS Private Wealth - 100% - INVESTMENT RELATED - PLANO, TX 75023 3)07/2010 - NOTARY - MELISSA BRENNAN - 0% - INVESTMENT RELATED - PLANO, TX 75023. 4) 2/19/2020 - Symphony Financial, LTD. Co. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Symphony Financial, LTD. Co., an independent investment advisor firm. I started this business activity in 12/2019. I expect to spend approximately 160 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. 5) 12/15/2020 - Unity Financial Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 12/07/2020 - 2 Hours Per Month During Securities Trading. 6) 04/28/2023 - Southern Methodist University - Not Investment Related - 6425 Boaz St, Dallas, TX 75275 - Teaching - Guest Lecturer - Start Date 04/12/2023 - 15 Hours Per Month/15 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2004-10-05

Designations

Other Names

• Melissa Brown Brennan