Angela W Goodwin

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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

• 10/2023 → 01/2025
  Thrivent Financial
  Appleton, WI
• 10/2023 → 01/2025
  Thrivent Investment Management Inc
  Minneapolis, MN
• 06/2023 → 09/2023
  N/A
  Rockport, TX
• 11/1995 → 11/2016
  Pazera Capital Management Inc.
  Rockport, TX
• 11/2006 → 11/2016
  Geneos Wealth Management, Inc
  Rockport, TX
• 01/2017 → 12/2018
  Fsc Securities Corp
  Atlanta, GA
• 09/2019 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 12/2016 → 05/2019
  Rockport Wealth Management, Llc
  Rockport, TX
• 09/2019 → 06/2023
  Bank Of America, N.A.
  Corpus Christi, TX
• 09/2025 → Present
  Lpl Enterprise Llc
  Houston, TX
• 05/2025 → 08/2025
  Emoney Advisors, Llc
  Radnor, PA
• 01/2025 → 05/2025
  N/A
  Rockport, TX
• 05/2019 → 09/2019
  N/A
  Rockport, TX

Previous Registrations

• 2023-09-13 → 2025-01-28
  Thrivent Investment Management Inc.
  Minneapolis, MN
  Rockport, TX
• 2019-10-21 → 2023-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Corpus Christi, TX
• 2017-01-27 → 2018-12-31
  Fsc Securities Corporation
  Rockport, TX
  Monroe, LA
  Rockport, TX
• 2009-02-25 → 2016-11-04
  Pazera Capital Management, Inc.
  Rockport, TX
• 2006-11-15 → 2008-12-31
  Geneos Wealth Management, Inc.
  Rockport, TX
• 2004-01-05 → 2006-11-20
  Associated Planners Investment Advisory Inc
  Rockport, TX

Other Businesses

1. 09/05/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Rockport, TX - Start Date 08/18/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 09/05/2025 - ANGELA GOODWIN N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Rockport, TX - Start Date 8/18/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 09/05/2025 - Mary Kay - Direct Sales/ MLM - NOT INV REL - Rockport, TX - Start Date 08/19/2025 - 6 HRS/MO | 0 HRS/MO DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2003-07-31

Other Names

• Angela Talty Wedelich
• Angela W Goodwin
• Angela Wedelich Goodwin
• Angela Goodwin
• Angela Talty Wedelich