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3006 Bee Caves Rd. Ste. A-216, Austin, TX 78746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-03 |
Branch Locations
3006 Bee Caves Rd. Ste. A-216, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Dallas | TX | 06/2013 | 08/2017 |
| State Street Advisors | Boston | MA | 09/2017 | 12/2018 |
| Lpl Financial, Llc | Austin | TX | 01/2019 | 03/2022 |
| Rembrandt Financial Group | Austin | TX | 01/2019 | 07/2023 |
| Rembrandt Financial Group Llc | Austin | TX | 02/2022 | 07/2023 |
| Verum Wealth Advisors Llc | Austin | TX | 08/2023 | 05/2024 |
| Wgms Investments, Llc | Austin | TX | 10/2022 | Present |
| Gratus Wealth Strategies Llc | Austin | TX | 03/2024 | Present |
Wyatt Wolcott Guggisberg is the Manager of WGMS Investments, LLC, an investment-related business, located in Austin, Texas. Private equity deals are held within the entity. Wyatt Wolcott Guggisberg does not devote time to this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-12 |
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