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Eliza Brooke Parton

Bcs Wealth Management, LLC

Johnson City, TN

CRD 7926551

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Employer firm

Bcs Wealth Management, LLC CRD 115489

$987M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Bcs Wealth Management, Llc

541 Sid Martin Road Suite A, Johnson City, TN 37615 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-08
  • TN RA
    APPROVED
    Since 2024-07-08

Branch Locations

541 Sid Martin Road Suite A, Johnson City, TN 37615 • 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
Bcs Wealth Management Johnson City TN 05/2024 Present
Bcs Wealth Management Johnson City TN 01/2021 05/2024
East Tennessee State University Johnson City TN 08/2018 05/2024
Dobyns Bennett High School Kingsport TN 08/2014 05/2018
Meadowview Gymnastics Academy Kingsport TN 08/2018 05/2024
  • 05/2024 → Present
    Bcs Wealth Management
    Johnson City, TN
  • 01/2021 → 05/2024
    Bcs Wealth Management
    Johnson City, TN
  • 08/2018 → 05/2024
    East Tennessee State University
    Johnson City, TN
  • 08/2014 → 05/2018
    Dobyns Bennett High School
    Kingsport, TN
  • 08/2018 → 05/2024
    Meadowview Gymnastics Academy
    Kingsport, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-05
  • S65 Uniform Investment Adviser Law Examination
    2024-07-05
Other Names
  • Eliza Brooke Wampler

View on SEC IAPD

Nearby Firms

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LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN

More in Johnson City, TN

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