Geoffrey Beau Weiss

Current Employers

Employment History

• 08/2014 → 12/2016
  Sherwin Williams Paint Company
  Lubbock, TX
• 01/2017 → 03/2018
  Reagor Dykes Autogroup
  Lubbock, TX
• 08/2019 → 12/2020
  Lpl Financial Llc
  Edmond, OK
• 08/2014 → 12/2016
  Texas Tech University
  Lubbock, TX
• 11/2019 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 12/2019 → Present
  Forge Financial Services, Llc
  Edmond, OK
• 04/2018 → Present
  Lpl Financial, Llc
  Edmond, OK

Other Businesses

1. 01/09/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 01/09/2024 - Forge Financial Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/15/2020 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Forge Financial Services, LLC, an independent investment advisor firm. I started this business activity in 1/2020. 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. 01/10/2024 - Forge Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2024 - 160 Hours Per Month/ 8 Hours During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-12
• S63 Uniform Securities Agent State Law Examination
  2018-07-25