Best Investors Account Sign in

Bryson Joy

LPl Financial LLC

Aurora, OH

CRD 8034064

Claim This Profile
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

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-09
  • OH RA
    APPROVED
    Since 2025-09-09

Branch Locations

Aurora, OH • 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
Lpl Financial Llc Westlake OH 01/2025 Present
Bentley Advisiors Llc Aurora OH 03/2024 01/2025
Zimmer Biomet Warsaw IN 07/2013 02/2024
  • 01/2025 → Present
    Westlake, OH
  • 03/2024 → 01/2025
    Bentley Advisiors Llc
    Aurora, OH
  • 07/2013 → 02/2024
    Zimmer Biomet
    Warsaw, IN
Other Businesses

1- 01/2025 / Bentley Advisors LLC / Business Owner / NON INV RLTD / 20 HRS MNTH / START 03/18/2024 2- 01/21/2026 - Bentley Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/15/2026 - 160 hours per month/ 140 hours during trading 3- 2/24/2026 - Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) -Start Date 02/03/2026 - 2 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-06
  • S66 Uniform Combined State Law Examination
    2025-09-06
Other Names
  • Bryse Joy

View on SEC IAPD

More in Aurora, OH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor