Wesley Thomas Whitfield

Current Employers

Employment History

• 06/2018 → 10/2021
  Edward Jones
  St Louis, MO
• 05/2012 → 06/2018
  Paoli Communiy School Corporation
  Paoli, IN
• 11/2021 → Present
  Lpl Financial, Llc
  Paoli, IN

Previous Registrations

• 2018-08-17 → 2021-11-02
  Edward Jones
  Paoli, IN
  St Louis, MO
  Paoli, IN
  Paoli, IN

Other Businesses

1. 11/1/2021 - CORNERSTONE WEALTH SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 9/13/2021 - Time Spent 100%. 2. 11/1/2021 - PAOLI COMMUNITY SCHOOL CORPORATION - Not Investment Related - OUTSIDE/W-2 EMPLOYMENT - Started 08/01/2006 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - Will on occasion drive a school bus or work extra-curricular activities. 3. 11/18/2022 - Strauss Investments and Financial Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date - 11/01/2022 - 10 Hours Per Month/10 Hours During Securities Trading 4. 2/14/2023 - Cornerstone Wealth Portfolios - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 2/1/2023 - Time Spent 100% 5. 10/18/2023 - Whitfield Investments - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/09/2023 - 160 Hours Per Month/ 0 Hours During Trading 6. 01/28/2026 - Whitfield Insurance Services - Non-Variable Insurance - Owner/Agent - Investment Related - At Reported Business Location(s) - Start Date 04/01/2026 - 5 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-08-16

Other Names

• Wes Whitfield
• Wesley Whitfield