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Wesley Mccann

LPl Financial LLC

Bloomfield Hills, MI

San Diego, CA

Bloomfield Hills, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-04-22
TX RA APPROVED 2024-04-22
  • MI RA
    APPROVED
    Since 2024-04-22
  • TX RA
    APPROVED
    Since 2024-04-22

Branch Locations

36800 Woodward Ave, Suite 320, Bloomfield Hills, MI 48304 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

36800 Woodward Ave Suite 320, Bloomfield Hills, MI 48304 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Bloomfield Hills MI 08/2018 03/2020
Logdna Mountain View CA 09/2017 06/2018
Lockheed Martin Sunnyvale CA 06/2016 09/2017
Ameriprise Financial Services, Llc Bloomfield Hills MI 03/2020 04/2024
Lpl Financial Llc Bloomfield Hills MI 04/2024 Present
  • 08/2018 → 03/2020
    Ameriprise Financial Services Inc
    Bloomfield Hills, MI
  • 09/2017 → 06/2018
    Logdna
    Mountain View, CA
  • 06/2016 → 09/2017
    Lockheed Martin
    Sunnyvale, CA
  • 03/2020 → 04/2024
    Ameriprise Financial Services, Llc
    Bloomfield Hills, MI
  • 04/2024 → Present
    Lpl Financial Llc
    Bloomfield Hills, MI
Previous Registrations
Other Businesses

1. 03/07/2024- Guardian Partners Wealth Management LLC- DBA for LPL Business (entity for LPL business)- At Reported Business Location (s)- Inv Rel

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2018-11-19

View on SEC IAPD

Other Firms

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J.P. MORGAN SECURITIES LLC
HIDDEN CAPITAL MANAGEMENT, LLC
PROSPERITY WEALTH STRATEGIES LLC
QUARTON CAPITAL PARTNERS
SPARTAN WEALTH MANAGEMENT
FOCUS PARTNERS WEALTH, LLC

Other Investors

JANETTE LEIGH SCHAD
ROMAIN HUBERT DUCASSE
Jacob Cole Herman
Thomas Jack Schwartz
NICOLE LEE HOAG
GABRIEL STEPHEN BESHARA
Spencer Christian Eick
Gregory John Schwartz

Other Offices

ENGLISH CAPITAL MANAGEMENT LLC · BLOOMFIELD HILLS, MI
SCHWARTZ & CO. · BLOOMFIELD HILLS, MI
GREGORY J. SCHWARTZ & CO., INC. · BLOOMFIELD HILLS, MI
LPL FINANCIAL LLC · BIRMINGHAM, MI
J.P. MORGAN SECURITIES LLC · BLOOMFIELD HILLS, MI
HIDDEN CAPITAL MANAGEMENT, LLC · BLOOMFIELD HILLS, MI
PROSPERITY WEALTH STRATEGIES LLC · Bloomfield Hills, MI
QUARTON CAPITAL PARTNERS · BIRMINGHAM, MI

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