Louis Pelliccioni

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Morgantown, WV
• 11/2016 → 10/2020
  Wells Fargo Clearing Services, Llc
  Morgantown, WV
• 10/2020 → Present
  Lpl Financial, Llc
  Naples, FL

Previous Registrations

• 2003-07-01 → 2020-10-26
  Wells Fargo Clearing Services, Llc
  Morgantown, WV
  Morgantown, WV
  Morgantown, WV
  Fort Myers, FL
  Estero, FL
  Morgantown, WV
  Fort Myers, FL
• 2002-05-02 → 2003-07-01
  Prudential Equity Group, Llc
  Morgantown, WV

Other Businesses

1) 01/1981 - Author of book - DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS - Not Investment Related - 0% - Naples, FL 34110 2) 11/2007 - Real Estate Rental - VISTA MONTEBELLO, LLC - Investment Related - 0% - 2312 Lakeside Estates, Morgantown, WV 26508 3) 11/2007 - Real Estate Rental - BELLA CASA INGLEWOOD BOULEVARD - Investment Related - 0% - 488 Inglewood Blvd, Morgantown, WV 26505 4) 10/2020 - Business Entity For Tax/Investment Purposes Only - P Financial Services Company, LLC - Not Investment Related - 1% - Naples, FL 34110 5) 10/2020 - Real Estate Rental - P Family Strand Blvd. - Investment Related - 1% - 5637 Strand Blvd, Naples, FL 34110 6) 10/2020 - Business Entity For Tax/Investment Purposes Only - P Family Holding Company, LLC - Investment Related - 0% - Naples, FL 34110 7) 09/07/2022 - Trilith Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 10/23/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 8) 09/08/2022 - Trilith Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 10/23/2020 - 5 Hours Per Month/5 Hours During Securities Trading. 9) 09/07/2022 - Trilith Insurance & Pinnacle Insurance and Financial Services -Not Investment Related - At Reported Business Location(s), 3345 University Avenue, Suite 5, Morgantown, WV 26505 - Non-Variable Insurance - Agent - Start Date - 10/23/2020 - 5 Hours Per Month/5 Hours During Securities Trading. 10) 09/30/2022 - Trilith Insurance - Investment Related - At Reported Business Location(s),3345 University Avenue, Suite 5, Morgantown, WV 26505 - Insurance Agency - Start Date - 05/24/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 11) 12/19/2024- Yes You Can Succeed LLC- Other - Publishing Book- Not INV Related- Home based- Start date 01/14/2025- 10 Hours Per Month- 1 Hour During Trading 12) 12/20/2024- Yes You Can Succeed LLC- Other - Speaking- Not INV Related- Home based- 01/15/2025- 10 Hours Per Month- 5 Hour During Trading 13) 02/18/2025 - Yes You Can Succeed LLC - Not Investment Related - Home Based - Other - Podcast/Radio/&TV - Start Date:03/20/2025 - 30 Hrs/Mth - 5 Hrs During Trading. 14) 02/18/2025 - Yes You Can Succeed LLC - Not Investment Related - Home Based -Other - Online Success Course - Start Date:03/01/2025 -10 Hrs/Mth - 5 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-16
• S63 Uniform Securities Agent State Law Examination
  1985-09-03