Rebecca L Wyatt

Current Employers

Employment History

• 10/2013 → 07/2018
  Wj Wealth Management, Llc
  Phoenix, AZ
• 06/2016 → 07/2018
  Lpl Financial
  Glendale, AZ
• 07/2018 → 03/2019
  First Allied Securities, Inc
  San Diego, CA
• 01/2019 → 03/2019
  First Allied Advisory Services, Inc
  San Diego, CA
• 03/2019 → 05/2019
  Edward Jones
  St.LOuis, MO
• 05/2019 → 09/2019
  Advisornet Wealth Management
  Minneapolis, MN
• 05/2019 → 06/2019
  Wealth Management International
  Phoenix, AZ
• 06/2019 → 09/2019
  Advisornet Financial Partners - Phoenix
  Peoria, AZ
• 09/2019 → 10/2019
  Unemployed
  Phoenix, AZ
• 11/2019 → 12/2021
  Casco Financial Group
  Phoenix, AZ
• 12/2019 → 12/2021
  Cetera Advisor Networks
  El Segundo, CA
• 01/2015 → Present
  Wyatt Welding And Fabrication
  Phoenix, AZ
• 12/2018 → Present
  Gavilan Peak Tax Service, Llc
  Phoenix, AZ
• 01/2021 → 01/2024
  Freeman Tax Service
  Anthem, AZ
• 01/2022 → Present
  Lpl Financial Llc
  Anthem, AZ

Previous Registrations

• 2021-01-20 → 2021-12-31
  Cetera Wealth Services, Llc
  Phoenix, AZ
  Phoenix, AZ
• 2019-06-13 → 2019-09-06
  Advisornet Wealth Partners
  Phoenix, AZ
  Minnetonka, MN
• 2019-03-19 → 2019-05-02
  Edward Jones
  Phoenix, AZ
  St Louis, MO
• 2018-12-11 → 2019-03-14
  First Allied Advisory Services, Inc.
  Surprise, AZ

Other Businesses

1) 12/20/2021 - FITS WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2022 2) 12/20/2021 - Non-Variable Insurance - Agent - Inv Rel - At Reported Business Location(s) - Start: 01/2022 - 5 Hr/Mth 3) 12/20/2021 - Notary - State of AZ - Inv Rel - At Reported Business Location(s) - Start: 05/2014 - 1 Hr/Mth 4) 12/20/2021 - GAVILAN PEAK TAX SERVICE, LLC - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 07/2018 - 5 Hr/Mth 5) 12/20/2021 - WYATT WELDING AND FABRICATION - Owner - Non-Inv Rel - Phoenix, AZ - Start: 01/2015 6) 10/02/2023 - Wyatt Tax and Financial - Business Entity For Tax/Investment Purposes Only - Financial Advisor and IRS Enrolled Agent - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 0 Hours Per Month/ During Trading 7) 03/26/2024 - Freeman Income Tax Service, LLC - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) -Start Date 01/01/2024 - 100 Hr/Mth/ 4 Hours During Trading 8) 11/22/2024- Anthem Tax & Wealth- DBA for LPL Business (entity for LPL business)- Inv. Related- At Reported Business Location(s) - Start date 11/01/2024 - 40 hrs mth/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-08-06

Other Names

• Rebecca L Lawrence
• Rebecca L Woods
• Rebecca Lee Wyatt