Lindsey Dale Sharpe

Employer firm

Boyce & Associates Wealth Consulting, Inc. CRD 288157

$245M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 08/2018
  Edward Jones
  St Louis, MO
• 08/2018 → Present
  Bka Wealth Consulting, Inc.
  Cedar Park, TX

Previous Registrations

• 2014-10-06 → 2018-08-22
  Edward Jones
  St Louis, MO
  Georgetown, TX
  Round Rock, TX
  Cedar Park, TX
  Round Rock, TX
  Liberty Hill, TX

Other Businesses

Modere Type of business: Natural skin care products Springville, UT Start date: 9/18/2017 social marketer Hours per week: 0 Hours during trading: 0 Buy products for myself and family only. Name: BKA Wealth Consulting, Inc.- Cedar Park, Texas Business type: RIA Duties: Investment Adviser Rep, insurance sales- acting in a non-investment related capacity Start date: August 15, 2018 Hours per month selling insurance: 5 Hours per month selling insurance during securities trading hours: 5 Name: Imagine College Consulting- Cedar Park, Texas Business Type: Student counseling, non-investment related Duties: Volunteer- Provides educational and vocational advice to high school and college students Start date: August 16, 2018 Hours per month: 20 Hours per month during securities trading hours: 10

Exams

• S66 Uniform Combined State Law Examination
  2014-10-03

Other Names

• Lindsey Dale Cockerell
• Lindsey Dale Cockerell
• Lindsey Dale Sharpe