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408 Higuera Street Suite 120, San Luis Obispo, CA 93401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2019-07-15 |
| CA | RA | APPROVED | 2019-07-11 |
| TX | RA | APPROVED_RES | 2019-07-11 |
Branch Locations
408 Higuera Street Suite 120, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nwm Advisors, Llc | San Luis Obispo | CA | 06/2016 | 07/2019 |
| Lpl Financial, Llc | San Luis Obispo | CA | 06/2016 | Present |
| Wright Wealth Strategies, Llc | San Luis Obispo | CA | 07/2019 | Present |
1.12/05/2017; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Andrew J Wright; Investment Related; at Reported Business Location(s); Start Date 11/15/2017; 10hrs/mth; 1hrs during trading 2.07/19/2019; (Hybrid) Wright Wealth Strategies, LLC / Wright Wealth Strategies, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 07/01/2019; 40hrs/mth; 25hrs during trading; I provide investment advisory services through Wright Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 07/2019. I expect to spend approximately 40 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. 3.07/25/2023; None; Real Estate Rental; Investment Related; Renting former residence 1127 Tulip Ct San Luis Obispo,CA; Start Date 08/01/2023; 5hrs/mth; 0hrs during trading 4.08/18/2026; (Hybrid) Wright Wealth Strategies, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/01/2026; 160hrs/mth; 120hrs during trading; I provide investment advisory services through Wright Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 160 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-03 |
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