Brian Curtis

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	2026-07-23

TX RA
APPROVED

Since 2026-07-23

Branch Locations

Fort Worth, TX • 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
Edward Jones	St Louis	MO	05/2016	07/2026
Lpl Financial Llc	Forth Worth	TX	07/2026	Present

05/2016 → 07/2026

Edward Jones

St Louis, MO
07/2026 → Present

Lpl Financial Llc

Forth Worth , TX

Previous Registrations

2016-08-19 → 2026-07-24

Edward Jones

Fort Worth, TX

Fort Worth, TX

St Louis, MO

Ft Worth, TX

Fort Worth, TX

Other Businesses

1. 06/2026 - Curtis Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 120 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/16/2026 2. 06/2026 - New Animal Fort Worth - Artist/ Musician - Not Investment Related - 08 Hrs/Mth - 00 Hrs During Trading - Fort Worth, TX 76133 - OBA start Date: 01/01/2015

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-06-27

S66 Uniform Combined State Law Examination

2016-06-27

Designations

Certified Financial Planner

Other Names

Brian Curtis
Brian Scott Curtis

View on SEC IAPD