Brendan Whitmore Yester

Current Employers

Employment History

• 08/2007 → 02/2021
  Lpl Financial, Llc
  Glastonbury, CT
• 02/2017 → Present
  Mariner Financial Group, Llc
  Glastonbury, CT
• 02/2021 → Present
  M Holdings Securities, Inc
  Portland, OR
• 05/2023 → Present
  Lindberg & Ripple
  Palm Beach Gardens, FL

Previous Registrations

• 2017-03-06 → 2023-03-31
  Mariner Financial Group, Llc
  Glastonbury, CT
• 2010-10-07 → 2020-10-06
  Lpl Financial Llc
  Glastonbury, CT
  Glastonbury, CT

Other Businesses

1. 10/21/2011 - Mariner Financial Group, LLC DBA for M Holdings Securities, Inc. - Investment Related - 223 Eastern Boulevard, Glastonbury, CT 06033 - Financial Advisor, Investment Advisor Representative; Time spent 120 hours/month; all hours are during trading hours. Investment advice and financial planning. 2. 02/2021 - M Holdings Securities, Inc. - Investment Related; 1125 Northwest Couch Street Suite 900 Portland, OR 97209; Registered Representative; Financial Advisor; Time spent 5-10 hours/month; all hours are during trading hours; Securities transactions. 3) Mariner Financial Group, LLC; 223, Eastern BLVD, Glastonbury CT 06033; M Financial Group Member Firm Affiliation; Investment-related; Partner; financial planning; 2/16/2021; 164 hours per month; 160 hours per month during trading hours. 4) LRI Investments, LLC; 825 PGA BLVD, Suite 303, Palm Beach Gardens, FL 33410; Financial Services; Investment Related; Financial Advisor; Financial Services; 04/01/2024; 164 hours per month; 160 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-06

Other Names

• Brendan Whitmore Yester