Michelle Lee Wagner

Current Employers

Employment History

• 03/1987 → Present
  Air Force Reserves
  Phoenix, AZ
• 07/2003 → 05/2024
  Crown Capital Securities, Lp
  Orange, CA
• 05/2021 → Present
  Mwm Tax Solutions
  Tempe, AZ
• 04/2015 → Present
  Maxima Wealth Management
  Tempe, AZ
• 05/2024 → Present
  Lpl Financial Llc
  Tempe, AZ

Previous Registrations

• 2019-05-01 → 2024-05-01
  Crown Capital Securities, L.P.
  Scottsdale, AZ
  Tempe, AZ
• 2003-02-24 → 2003-07-28
  Locust Street Securities, Inc.
  Phoenix, AZ
• 2002-01-08 → 2003-02-13
  Commonwealth Financial Network
  Phoenix, AZ

Other Businesses

1) 05/07/2024 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Trails Only - Started: 7/28/2003. 2) 05/07/2024 - Maxima Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 4/1/2015 - 160 Hrs/Mo; 8 Hrs During Trading. 3) 05/07/2024 - MWM Tax Solutions - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 1/1/2022 - 12 Hrs/Mo; 0 Hrs During Trading. 4) 05/07/2024 - Air Force Reserves - Non-Inv Related - Falls Church, VA - Outside/W-2 Employment - part time Brigadier General - Started: 3/1/1987 - 90 Hrs/Mo; 0 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-14
• S63 Uniform Securities Agent State Law Examination
  1993-11-10

Designations