Brendan T Estes

Current Employers

Employment History

• 04/2023 → Present
  Lpl Financial Llc
  Ann Arbor, MI
• 04/2017 → 08/2021
  Walnut Creek Country Club
  South Lyon, MI
• 04/2018 → 08/2021
  Walnut Creek Country Club
  South Lyon, MI
• 08/2013 → 04/2017
  Walled Lake Western
  Commerce, MI
• 08/2019 → 05/2023
  Michigan State University
  East Lansing, MI
• 10/2020 → 12/2020
  Gnc
  East Lansing, MI
• 05/2021 → 07/2021
  South Point Michigan
  Farmington Hills, MI
• 05/2022 → 08/2022
  Evangelista & Associates
  Ann Arbor, MI
• 09/2022 → 08/2023
  Evangelista & Associates
  Ann Arbor, MI

Other Businesses

1) 08/2023 - Evangelista & Associates / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 Hrs per month 2) 08/17/2023 - CG Advisory Services - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 7/31/2023 - 160 Hours Per Month/ 40 Hours During Trading - Time Spent 100% - I provide administrative support to CG Advisory Services, an independent investment advisor firm. I started this business activity in 07/2023. 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. 3) 08/17/2023 - Evangelista & Associates - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 7/31/2023 - 160 Hours Per Month/ 40 Hours During Trading - Time Spent 100% - I provide administrative support to Evangelista & Associates, an independent investment advisor firm. I started this business activity in 07/2023. 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. 4) 08/17/2023 - Capital Asset Advisory Services LLC - Registered Investment Advisor Hybrid - Administrative Duties - Investment Related - At Reported Business Location(s) - Start Date 7/31/2023 - 40 Hours Per Month/ 160 Hours During Trading - Time Spent 100% - I provide administrative support to Capital Asset Advisory Services LLC, an independent investment advisor firm. I started this business activity in 07/2023. I expect to spend approximately 40 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
  2023-12-18