Brett Michael Covert

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-10-11
TX	RA	APPROVED	2022-10-11

Branch Locations

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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Mclean	VA	07/2013	11/2016
Wells Fargo Clearing Services, Llc	Mclean	VA	11/2016	05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Alexandria	VA	05/2017	02/2018
Bank Of America, N.A.	Alexandria	VA	06/2017	02/2018
Ci Brightworth (Formerly Mcgill Advisors)	Charlotte	NC	03/2018	03/2023
Corient	Charlotte	NC	10/2022	Present
Corient Services Llc	Miami	FL	07/2023	Present
Cipw Service Company, Llc	Toronto		01/2022	07/2023

07/2013 → 11/2016

Wells Fargo Advisors, Llc

Mclean, VA
11/2016 → 05/2017

Wells Fargo Clearing Services, Llc

Mclean, VA
05/2017 → 02/2018

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexandria, VA
06/2017 → 02/2018

Bank Of America, N.A.

Alexandria, VA
03/2018 → 03/2023

Ci Brightworth (Formerly Mcgill Advisors)

Charlotte, NC
10/2022 → Present

Corient

Charlotte, NC
07/2023 → Present

Corient Services Llc

Miami, FL
01/2022 → 07/2023

Cipw Service Company, Llc

Toronto

2018-04-10 → 2023-03-31

Ci Brightworth Private Wealth

Charlotte, NC

Atlanta, GA
2017-05-18 → 2018-03-12

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alexandria, VA
2013-07-23 → 2017-05-23

Wells Fargo Clearing Services, Llc

Mclean, VA

Minneapolis, MN

Mclean, VA

Minneapolis, MN
2011-09-08 → 2013-07-17

Bb&T Investment Services, Inc.

Charlotte, NC

Fairfax, VA
2009-12-17 → 2010-05-03

Old Dominion Capital Management Inc.
2008-01-14 → 2008-05-22

United Brokerage Services, Inc

Parkersburg, WV

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2011-08-08
S66	Uniform Combined State Law Examination	2008-01-09

Other Firms