David Anthony Wyzgowski

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 08/2023
  Valic Financial Advisors
  Phoenix, AZ
• 12/2022 → Present
  Agia
  Houston, TX
• 08/2023 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2007-05-15 → 2023-08-29
  Valic Financial Advisors, Inc.
  Maywood, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Phoenix, AZ
  Scottsdale, AZ
  Addison, TX
  Addison, TX
  Scottsdale, AZ

Other Businesses

1) 06/27/2023 - BW Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/22/2024 - Miriam Financial LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/08/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-02-08

Other Names

• David Anthony Wyzgoski