Brenda Lee Weekly

Current Employers

Employment History

• 03/2014 → 03/2023
  Arbor Point Advisors Dba Commonwealth Financial Services Llc
  Wheeling, WV
• 09/2015 → 06/2017
  Lpl Financial, Llc
  Wheeling, WV
• 12/2015 → 03/2023
  Arbor Point Advisors Dba Commonwealth Financial Services Llc
  Wheeling, WV
• 06/2017 → 03/2023
  Securities America, Inc.
  Wheeling, WV
• 06/2017 → 03/2023
  Arbor Point Advisors
  Wheeling, WV
• 03/2023 → 04/2024
  Commonwealth Financial Services, Llc
  Wheeling, WV
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Cwm, Llc Dba Carson Partners
  Omaha, NE
• 01/2024 → 04/2025
  Brenda Weekly Dba Mountain Mama Bookkeeping Services
  Wheeling, WV

Previous Registrations

• 2023-04-14 → 2024-05-28
  Commonwealth Financial Services
  Wheeling, WV
  Vienna, WV
• 2017-06-08 → 2023-04-06
  Arbor Point Advisors
  Wheeling, WV

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: SR. SPECIALIST, BILLING SUPPORT START DATE: 05/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: I WILL BE WORKING FOR CARSON ON THE BILLING TEAM SUPPORTING ACCOUNT AND DATABASE RECONCILIATIONS 2. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: SR. SPECIALIST, BILLING SUPPORT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDING BILLING AND DATABASE RECONCILATION SUPPORT AS A PART OF THE BILLING TEAM 3. NAME OF OTHER BUSINESS: EBAY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: ONLINE RETAILER; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: EBAY SELLER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SELL ITEMS ON EBAY;

Exams

• S66 Uniform Combined State Law Examination
  2016-03-30

Other Names

• Brenda W Hoffpauir
• Brenda L Hoffpauir