Lisa Lynn Disney

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Alpharetta, GA
• 02/2015 → Present
  Wealthcare Advisory Partners Llc
  Alpharetta, GA

Previous Registrations

• 2011-05-10 → 2013-09-19
  Truist Investment Services, Inc.
  Alpharetta, GA
• 2005-06-30 → 2009-08-26
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
• 2003-03-24 → 2005-06-30
  Truist Securities, Inc.
  Atlanta, GA

Other Businesses

(1) 09/20/2013: OWENBY JONES WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 5755 NORTH POINT PARKWAY #209, ALPHARETTA, GA 30022 (2) 08/04/2014: NO BUSINESS NAME - NOT INV REL - ADDRESS N/A - NOTARY - START 09/16/2013 - 1 HR/MO ALL DURING SECS TRDG HRS - NOTARIZE SIGNATURES (3) 03/04/2015: WEALTHCARE ADVISORY PARTNERS - INV REL - 5755 NORTH POINT PARKWAY, SUITE 209, ALPHARETTA, GA 30022 - REGISTERED INVESTMENT ADVISOR HYBRID: (HYBRID) WEALTHCARE ADVISORY PARTNERS - START 02/17/2015 - 180 HR/MO NONE DURING SECS TRDG HRS - ADMIN (4) 03/04/2015: WEALTHCARE ADVISORY PARTNERS - INV REL - 5755 NORTH POINT PARKWAY, SUITE 209, ALPHARETTA, GA 30022 - REGISTERED INVESTMENT ADVISOR DBA: (HYBRID) OWENBY JONES WEALTH MANAGEMENT - START 02/17/2015 - 180 HR/MO NONE DURING SECS TRDG HRS - ADMIN 5. 6/18/2018 - Pet Watch, Inc. - Not Investment Related - I will be going to pet owner's homes to take care of their pets while they are out of town. - Other-Pet Sitting - Start Date:06/01/2018 - 30 Hours Per Month/0 Hours During Trading. 6. 11/14/2022 - MLD Rentals, LLC - Not Investment Related - Other - Rental Houses - Start Date - 08/11/2022 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-14

Other Names

• Lisa Lynn Bateman
• Lisa Lynn Bateman
• Lisa Lynn Disney
• Lisa Lynn Witheril