Lisa More

Current Employers

Steadtrust

Allen, TX • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2025-04-28
TX	RA	APPROVED	2025-04-28

DE RA
APPROVED

Since 2025-04-28
TX RA
APPROVED

Since 2025-04-28

Branch Locations

Allen, TX • 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

Organization	City	State	From	To
National Financial Asset Management	Wilmington	DE	01/2022	06/2022
Wells Fargo	Wilmington	DE	01/2010	03/2021
Unemployed	Wilmington	DE	04/2021	12/2021
B. Riley Wealth Advisors, Inc	Wilmington	DE	07/2022	04/2025
Steadtrust, Llc	Allen	TX	04/2025	Present

01/2022 → 06/2022

National Financial Asset Management

Wilmington, DE
01/2010 → 03/2021

Wells Fargo

Wilmington, DE
04/2021 → 12/2021

Unemployed

Wilmington, DE
07/2022 → 04/2025

B. Riley Wealth Advisors, Inc

Wilmington, DE
04/2025 → Present

Steadtrust, Llc

Allen, TX

Previous Registrations

2022-01-26 → 2025-05-08

B. Riley Wealth Advisors, Inc.

Wilmington, DE
2007-03-05 → 2010-01-19

Wilmington Trust Investment Management

Wilmington, DE

Other Businesses

Concord Financial Group; Investment related; 1711 Woodlawn Ave, Wilmington, DE 19806; DBA for financial securities business conducted through B. Riley Wealth Advisors; Start date 01/2022. 40 hrs/week devoted during securities trading hrs.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-03-02

S65 Uniform Investment Adviser Law Examination

2007-03-02

Designations

Other Names

Lisa Wojtowicz

View on SEC IAPD