Bryan W Mcinerney

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2026-03-11

OH RA
APPROVED

Since 2026-03-11

Branch Locations

Hudson, OH • 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
Gwfs Equities, Inc.	Greenwood Village	CO	05/2016	03/2019
New York Life	Hudson	OH	04/2019	02/2025
Unemployed	Hudson	OH	02/2025	04/2025
Intelligent Annuity Solutions	Hudson	OH	04/2025	Present
Lpl Financial	Hudson	OH	04/2025	Present

05/2016 → 03/2019

Gwfs Equities, Inc.

Greenwood Village, CO
04/2019 → 02/2025

New York Life

Hudson, OH
02/2025 → 04/2025

Unemployed

Hudson, OH
04/2025 → Present

Intelligent Annuity Solutions

Hudson, OH
04/2025 → Present

Lpl Financial

Hudson, OH

Previous Registrations

2004-10-28 → 2008-11-04

Msi Financial Services, Inc.

Dublin, OH

Somerset, NJ

Dublin, OH

Other Businesses

1) 03/2025 - Intelligent Annuity Solutions / DBA for LPL Business (entity for LPL business) / Inv Related / Hudson, OH 44236 / Start date 04/01/2025 - 160 Hrs per month - 100% Time Spent

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-03
S63	Uniform Securities Agent State Law Examination	2000-01-17

S66 Uniform Combined State Law Examination

2026-03-03
S63 Uniform Securities Agent State Law Examination

2000-01-17

Other Names

Bryan Wayne Mcinerney

View on SEC IAPD