Bellann Morales Hyten

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-09-03

TX RA
APPROVED

Since 2020-09-03

Branch Locations

2909 E. Arkansas Ln. Ste C, Arlington, TX 76010 • United States

Corinth, TX • United States

3010 Lbj Freeway Ste 1200, Dallas, TX 75234 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc	Plano	TX	10/2013	09/2020
Various Insurance Carriers For W&R Insurance Agencies	Corinth	TX	10/2013	09/2020
Oakmont Women'S Club	Corinth	TX	10/2013	Present
Tricounty Regional Hispanic Chamber	Dallas	TX	05/2015	11/2017
Greater Denton Arts Council	Denton	TX	10/2015	Present
Camino Business Owner And Support Services	Corinth	TX	02/2016	Present
Jimmy Lee	Southlake	TX	01/2018	Present
Lpl Financial, Llc	Dallas	TX	09/2020	Present

10/2013 → 09/2020

Waddell & Reed, Inc

Plano, TX
10/2013 → 09/2020

Various Insurance Carriers For W&R Insurance Agencies

Corinth, TX
10/2013 → Present

Oakmont Women'S Club

Corinth, TX
05/2015 → 11/2017

Tricounty Regional Hispanic Chamber

Dallas, TX
10/2015 → Present

Greater Denton Arts Council

Denton, TX
02/2016 → Present

Camino Business Owner And Support Services

Corinth, TX
01/2018 → Present

Jimmy Lee

Southlake, TX
09/2020 → Present

Lpl Financial, Llc

Dallas, TX

Previous Registrations

2014-02-24 → 2020-09-10

Waddell & Reed

Colleyville, TX

Edmond, OK

Dallas, TX

Fort Worth, TX

Arlington, TX

Austin, TX

Frisco, TX

Sugar Land, TX

Plano, TX

The Woodlands, TX

The Woodlands, TX

Other Businesses

1. 9/3/2020 - CAMINO FINANCIAL MANAGEMENT - Not Investment Related - Home Based - BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY - Started 2015 - 1 Hour Per Month. 2. 4/26/2021 - Maverick Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2021 - 160 Hours Per Month During Securities Trading. 3. 05/02/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/01/2021 - 5 Hours Per Month/1 Hours During Securities Trading 4. 01/09/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/06/2023 - 1 Hour Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-24

S66 Uniform Combined State Law Examination

2014-02-24

Other Names

Bellann Morales Olvias

View on SEC IAPD