William Wesley Truett

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TN	RA	APPROVED	2025-12-19

TN RA
APPROVED

Since 2025-12-19

Branch Locations

2055 S Houston Levee Rd, Germantown, TN 38139 • 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
Home Depot	Collierville	TN	05/2019	12/2020
Poplar Pike Wine And Liquors, Llc	Germantown	TN	01/2021	01/2025
First Horizon Advisors	Germantown	TN	06/2025	Present
Houston Middle School	Germantown	TN	08/2014	05/2017
Houston High School	Germantown	TN	08/2017	05/2021
University Of Mississippi	Oxford	MS	08/2021	05/2025
Unemployed	Germantown	TN	06/2015	05/2019
Unemployed	Germantown	TN	05/2025	06/2025
Lpl Financial Llc	Germantown	TN	08/2025	Present

05/2019 → 12/2020

Home Depot

Collierville, TN
01/2021 → 01/2025

Poplar Pike Wine And Liquors, Llc

Germantown, TN
06/2025 → Present

First Horizon Advisors

Germantown, TN
08/2014 → 05/2017

Houston Middle School

Germantown, TN
08/2017 → 05/2021

Houston High School

Germantown, TN
08/2021 → 05/2025

University Of Mississippi

Oxford, MS
06/2015 → 05/2019

Unemployed

Germantown, TN
05/2025 → 06/2025

Unemployed

Germantown, TN
08/2025 → Present

Lpl Financial Llc

Germantown, TN

Other Businesses

1. 10/13/2025 - First Horizon Advisors - DBA for LPL Business (entity for LPL business) - At Reported business location(s) - Inv rel - Start date: 8/1/2025 - 160hrs/mnth during Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-21

S66 Uniform Combined State Law Examination

2025-11-21

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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