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Brian W Lewallen

Morgan Stanley

Wichita, KS

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-13
KS RA APPROVED 2021-10-08
  • TX RA
    APPROVED_RES
    Since 2021-10-13
  • KS RA
    APPROVED
    Since 2021-10-08

Branch Locations

1617 North Waterfront Parkway Suite 200, Wichita, KS 67206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Home Mortgage Wichita KS 04/2016 12/2016
Scottrade, Inc. Wichita KS 12/2016 05/2018
Td Ameritrade, Inc. Wichita KS 02/2018 05/2018
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 05/2018
Lpl Financial Llc Wichita KS 05/2018 04/2019
Heartland Credit Union Wichita KS 05/2018 04/2019
Commerce Brokerage Services Wichita KS 04/2019 05/2021
Morgan Stanley Wichita KS 09/2021 Present
Equity Trust And Wealth Management Wichita KS 05/2021 09/2021
  • 04/2016 → 12/2016
    Wells Fargo Home Mortgage
    Wichita, KS
  • 12/2016 → 05/2018
    Scottrade, Inc.
    Wichita, KS
  • 02/2018 → 05/2018
    Td Ameritrade, Inc.
    Wichita, KS
  • 02/2018 → 05/2018
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 05/2018 → 04/2019
    Lpl Financial Llc
    Wichita, KS
  • 05/2018 → 04/2019
    Heartland Credit Union
    Wichita, KS
  • 04/2019 → 05/2021
    Commerce Brokerage Services
    Wichita, KS
  • 09/2021 → Present
    Morgan Stanley
    Wichita, KS
  • 05/2021 → 09/2021
    Equity Trust And Wealth Management
    Wichita, KS
Previous Registrations
  • 2019-05-02 → 2021-05-17
    Commerce Brokerage Services, Inc.
    Wichita, KS
    St. Louis, MO
  • 2018-05-08 → 2019-04-08
    Lpl Financial Llc
    Wichita, KS
  • 2018-02-27 → 2018-05-12
    Td Ameritrade, Inc.
    Wichita, KS
  • 2018-02-26 → 2018-05-12
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 2017-05-25 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-25
  • S66 Uniform Combined State Law Examination
    2017-05-25
Other Names
  • Brian William Lewallen

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
ACRYLIC FINANCIAL, INC.
EDWARD JONES
WICHITA WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CREATIVEONE SECURITIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC ADVISORY SERVICES, LLC

Other Investors

ROBERT RENNER LANE
LUCAS MATTHEW MCKEE
MARK THOMAS BOURGEOIS
ANDREW EDWIN BEVERSDORF
GARREN G TAYLOR
Alexander Ramon Carro
ALAINA ANNE STEVENS
Robert Shane Preble

Other Offices

LPL FINANCIAL LLC · WICHITA, KS
ACRYLIC FINANCIAL, INC. · Wichita, KS
LPL FINANCIAL LLC · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
EDWARD JONES · WICHITA, KS
EDWARD JONES · WICHITA, KS
LPL FINANCIAL LLC · WICHITA, KS
WICHITA WEALTH MANAGEMENT, LLC · WICHITA, KS

More in Wichita, KS

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