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Bryan David Mayo

LPl Enterprise, LLC

The Woodlands, TX

Houston, TX

CRD 7993406

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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 Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2025-06-03

Branch Locations

24 Waterway Avenue Suite 650, The Woodlands, TX 77380 • United States

1233 West Loop South Suite 1100, Houston, TX 77027 • 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
Primerica Financial Services Houston TX 07/2024 02/2025
Pfs Investments Inc. Houston TX 11/2024 03/2025
Kwik Kar In Houston Houston TX 07/2023 Present
Applebees Houston TX 07/2023 01/2024
Unemployed Houston TX 03/2023 07/2023
Raising Canes Houston TX 07/2022 03/2023
Tgi Fridays Houston TX 05/2021 07/2022
Floyds Seafood Houston TX 04/2021 05/2021
Cpt Brad'S Costal Kitchen Tomball TX 01/2021 04/2021
Unemployed Houston TX 07/2020 01/2021
Red Robin Gourmet Burger Houston TX 03/2020 07/2020
Tfi Fridays Houston TX 06/2019 03/2020
Cisco'S Salsa Company Tomball TX 10/2017 06/2019
Applebee'S Houston TX 07/2016 02/2018
Lpl Enterprise Llc Houston TX 04/2025 Present
  • 07/2024 → 02/2025
    Primerica Financial Services
    Houston, TX
  • 11/2024 → 03/2025
    Pfs Investments Inc.
    Houston, TX
  • 07/2023 → Present
    Kwik Kar In Houston
    Houston, TX
  • 07/2023 → 01/2024
    Applebees
    Houston, TX
  • 03/2023 → 07/2023
    Unemployed
    Houston, TX
  • 07/2022 → 03/2023
    Raising Canes
    Houston, TX
  • 05/2021 → 07/2022
    Tgi Fridays
    Houston, TX
  • 04/2021 → 05/2021
    Floyds Seafood
    Houston, TX
  • 01/2021 → 04/2021
    Cpt Brad'S Costal Kitchen
    Tomball, TX
  • 07/2020 → 01/2021
    Unemployed
    Houston, TX
  • 03/2020 → 07/2020
    Red Robin Gourmet Burger
    Houston, TX
  • 06/2019 → 03/2020
    Tfi Fridays
    Houston, TX
  • 10/2017 → 06/2019
    Cisco'S Salsa Company
    Tomball, TX
  • 07/2016 → 02/2018
    Applebee'S
    Houston, TX
  • 04/2025 → Present
    Houston, TX
Other Businesses

1. 03/25/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Houston, TX - Start Date 03/25/2025 - 160 HRS/MO 2. 03/25/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Houston, TX - Start Date 03/25/2025 - 160 HRS/MO 3. 09/12/2025-Kwik Kar-Service Advisor/ State Inspector-Outside/W-2 Employment-Inv related-At Houston, TX-Start date 07/07/2023-36hrs/mth-0hrs/mth during trading 4. 01/07/2026-Willies Ice House-Front Counter/Cashier-Outside/W-2 Employment-Not Inv Related-At Houston, TX-Start date 01/06/2026-30hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-01
S63 Uniform Securities Agent State Law Examination 2024-12-16
  • S66 Uniform Combined State Law Examination
    2025-05-01
  • S63 Uniform Securities Agent State Law Examination
    2024-12-16

View on SEC IAPD

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