Mason Bodie Monroe

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial, Llc
  Reno, NV
• 10/2017 → Present
  Legacy Wealth Planning, Llc
  Reno, NV
• 08/2023 → 07/2026
  Mariner Independent Advisor Network
  Overland Park, KS

Previous Registrations

• 2017-10-02 → 2023-12-04
  Legacy Wealth Planning, Llc
  Reno, NV
• 2011-05-10 → 2014-07-01
  Wells Fargo Clearing Services, Llc
  Minden, NV
  Reno, NV
• 2009-01-28 → 2011-05-19
  Waddell & Reed
  Reno, NV

Other Businesses

1. 12/28/2015 - Sagestone Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2016 - 190 Hours Per Month/129 Hours During Securities Trading. 2. 12/16/2016 - Legacy Wealth Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2016 - 160 Hours Per Month/120 Hours During Securities Trading. 3. 07/01/2026 - Private Advisor Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - 160 hours per month/ 8 hours during trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 5/2026. 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.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-27

Other Names

• Mason Monroe
• Bodie Monroe