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Germantown, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-03-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Germantown | TN | 06/2019 | Present |
| Homemaker | Germantown | TN | 05/1997 | 06/2019 |
1- 03/2025 / DCJ Global Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / start 03/12/2025 2- 03/2025 / Notary / investment Related / start 04/29/2022 3.06/04/2025 - DCJ Global Wealth Management - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/12/2025 - 200 Hrs/Mth - 6.5 Hrs During Trading - I provide administrative support to DCJ Global Wealth Management, an independent investment advisor firm. I started this business activity in 3/2025. I expect to spend approximately 200 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-28 |
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