Brian Tim Mccurdy

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 11/2023
  World Financial Group
  Bridgeport, MI
• 01/2012 → 11/2023
  Transamerica Financial Advisors, Inc
  Bridgeport, MI
• 08/2012 → 11/2021
  Premiere Onboard
  Denver, CO
• 07/2019 → 11/2023
  Netlaw
  Louisville, KY
• 01/2022 → 11/2023
  Beacon Solutions Llc
  Rochester Hills, MI
• 02/2023 → 11/2023
  Wealthwave
  Johns Creek, GA
• 11/2023 → Present
  Lpl Financial Llc
  Rochester Hills, MI

Previous Registrations

• 2012-01-06 → 2023-11-14
  Transamerica Financial Advisors, Llc
  Centennial, CO
  Greenwood Village, CO
  Bridgeport, MI
  Centennial, CO
  Greenwood Village, CO
• 2011-05-11 → 2012-01-06
  Investment Advisors International, Inc.
  Greenwood Village, CO

Other Businesses

1) 11/13/2023 - One Resource Group - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Start Date 11/13/2023 - 40 Hrs/Mth - 2 Hrs During Trading. 2) 11/13/2023 - Priority Life Consultants - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Start Date 11/13/2023 - 40 Hrs/Mth - 2 Hrs During Trading. 3) 11/13/2023 - Priority Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 11/3/2023 - 160hrs/month 8Hrs During Trading. - 100% time spent 4) 11/13/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 11/3/2023 - 160hrs/month 8Hrs During Trading. - 100% time spent 5) 11/13/ 2023 - Beacon Solutions LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - At Reported Business Location(s) - Start date: 11/13/2023 - 0hrs/month 0Hrs During Trading 6) 06/16/2025 - World Financial Group - Not Investment Related - Insurance Trails only - Johns Creek, Georgia - Start Date:05/07/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-10-19
• S65 Uniform Investment Adviser Law Examination
  2011-04-23