Maryjane Margaret Lecroy

Current Employers

Linscomb Wealth, Inc.

1333 West Loop South Suite 1500, Houston, TX 77027 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2021-03-12

GA RA
APPROVED

Since 2021-03-12

Branch Locations

2727 Paces Ferry Rd Se, Atlanta, GA 30339 • United States

1333 West Loop South Suite 1500, 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

Organization	City	State	From	To
Hammond Investment Planning	Smyrna	GA	01/2007	07/2018
Triad Advisors, Inc.	Norcross	GA	04/2007	03/2017
Wealth And Pension Services Group Inc.	Atlanta	GA	07/2018	06/2019
Linscomb & Williams Inc.	Houston	TX	07/2019	Present

01/2007 → 07/2018

Hammond Investment Planning

Smyrna, GA
04/2007 → 03/2017

Triad Advisors, Inc.

Norcross, GA
07/2018 → 06/2019

Wealth And Pension Services Group Inc.

Atlanta, GA
07/2019 → Present

Linscomb & Williams Inc.

Houston, TX

Previous Registrations

2020-04-28 → 2020-12-31

Linscomb Wealth, Inc.

Houston, TX

Atlanta, GA
2018-08-06 → 2020-03-26

Southbridge

Marrietta, GA
2017-05-04 → 2018-08-21

Hammond Investment Planning Corporation

Smyrna, GA

Other Businesses

Board Member (8/25 - present), Stonehaven Trust Company LLC, is an independent, institutional trustee for employee stock ownership plans (ESOPs) based at 211 W 19th Street, Unit 205, Cheyenne, WY 82001. Approximately 1 hour per month spent overseeing fulfilling fiduciary duties to its clients. No compensation received for duties.

Designations

Other Names

Maryjane Margaret Oleary
Maryjane M. Lecroy
Maryjane O'LEary Lecroy

View on SEC IAPD