Bryan Monks
Professional summary
Bryan Monks, who also goes by Bryan James Monks, is a registered financial advisor currently at WPWEALTH LLP located in Dallas, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Monks's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
WPWEALTH LLP
Office #1: 8343 Douglas Avenue, Suite 400, Dallas, TX 75225June 25, 2021 - March 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 29, 2020 - March 18, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 4, 2019 - September 28, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
November 9, 2018 - March 11, 2019
TD AMERITRADE, INC.
Primary Firm SEC Registration
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/31/2025)
Exams
Series 7TO
Date: 11/9/2018
General Securities Representative ExaminationCurrent Firm
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WPWEALTH LLP
CRD#: 145467Dallas, TX 75225TRUST BUT VERIFY
Monitor Bryan Monks
Get automatic monthly alerts on:
