David Wayne Garrett

Current Employers

Employment History

• 08/2001 → 12/2024
  Lpl Financial Llc
  Weatherford, TX
• 12/2014 → Present
  Garrett Wealth Advisory Group, Llc
  Weatherford, TX
• 04/2011 → 01/2020
  Snow Garrett Wealth Management
  Weatherford, TX
• 01/2020 → Present
  Bentoak Capital
  Weatherford, TX

Previous Registrations

• 2002-06-13 → 2016-01-25
  Lpl Financial Llc
  Weatherford, TX
  Ft Worth, TX

Other Businesses

1. 5/6/2009: No Business Name--Not Investment Related--At Reported Business Location(s)--Other-Notary--Time Spent 1%--Notary Public. 2. 5/27/2009: SANTA FE PARTNERS--Investment Related--1207 SANTA FE DR, WEATHERFORD, TX--Business Entity For Tax/Investment Purposes Only--Time Spent 1%--COMMERCIAL REAL ESTATE--OFFICE BUILDING. Second property 1213 Santa Fe Drive, Weatherford, TX 76086--Real Estate Rental--Started2/9/2016--5Hours/Month;2HoursDuringSecuritiesTrading--Commercial real estate. 3. 12/3/2013: Harmony Oaks LLC--Investment Related--Weatherford, TX--Real Estate Rental--Time Spent 1%--2 Single Family Homes. 4. 9/8/2014: DWSSG, LLC--Investment Related--200 Leea Lane, Weatherford, TX 76087--Business Entity For Tax/Investment Purposes Only--Started8/8/14--2Hours/Month;0HoursDuringSecuritiesTrading--General partner (1% interest) for the family limited partnership which owns our ranching property. 5. 9/8/2014: DW and SS Garrett Family Limited Partnership--Investment Related--Izella Lane, Weatherford, TX 76085--Business Entity For Tax/Investment Purposes Only--Started8/8/14--12Hours/Month;0HoursDuringSecuritiesTrading--Farm ranch-income from cattle and hay, gas royalties. 6. 5/7/2015: David Wayne Garrett, P.C.--Investment Related--1207 Santa Fe Drive, Weatherford, TX 76086--Business Entity For Tax/Investment Purposes Only--Started12/15/1990--5Hours/Month;0HoursDuringSecuritiesTrading--This corporation is a general partner in the CPA firm Snow Garrett Williams, CPAs. 7. 06/17/2019:DW and SS Garrett FLP dba Double G Wagyu--Not Investment related--I Zella Lane, Weatherford, TX--Business Owner--start date:12/31/2018--20 hrs/mo--0 hrs during trading. 8. 2/17/2021:JAMM Garrett of Weatherford, LLC--Investment Related--201 FORT WORTH HWY, Weatherford, TX 76086--Real Estate Rental--Started2/5/2021--10Hours/Month;0HoursDuringSecuritiesTrading. This entity owns: 201 Fort Worth Hwy, Weatherford, TX 76086, 124, 125, 126 North Elm Street, Weatherford, TX 76086 and 24650 Kingsland Blvd, Katy, TX 77494. 9. 10/05/2022; Kingdom Advisors Chapter for LPL Financial, Investment Related -- LPL Financial, 4828 Parkway Plaza, Charlotte, NC 28217-1957, Advisory Board Member 3-hours/month, 1 hour During Securities Trading. 10.12/28/2022 - Texas Bank - Not Investment Related - Fort Worth, TX 76109-main corporate office. 14 banks-various cities - For-Profit Board Member - Start Date - 01/02/2023 - 12 Hours Per Month/5 Hours During Securities Trading 11. 30/6/2015 - Weatherford-Parker County Economic Development Corporation - Non-Profit Board Member - Not Investment Related - 400 I-20 #101 Weatherford TX 76086 - 2 Hours Per Month/ 2 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-06-21

Designations

Other Names

• Wayne Garrett