Bert L. Wright
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bert L Wright Jr, who also goes by Bert Lloyd Wright Jr, Bert Lloyd Wright, was a registered financial professional .
Bert is a previously registered financial professional and started their career in finance in 2019. Bert had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 10, 2023 - September 28, 2023
ENCOMPASS MORE INVESTMENTS, LLC
March 6, 2023 - September 28, 2023
ENCOMPASS MORE ASSET MANAGEMENT LLC
October 4, 2021 - January 3, 2022
VERITY ASSET MANAGEMENT
October 4, 2021 - January 3, 2022
VERITY INVESTMENTS, INC.
January 7, 2020 - November 2, 2020
OSAIC FA, INC.
November 20, 2019 - November 2, 2020
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 11/20/2019
General Securities Representative ExaminationCurrent Firm
ENCOMPASS MORE INVESTMENTS, LLC
CRD#: 318438 / SEC#: , 8-70901
Contact information
FINRA licenses (30 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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