Financial advisor
Brian Bogue
Now at LPL Financial · Texas Wealth Solutions · Longview, TX
Registered as BRIAN LEE BOGUE
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Texas Wealth Solutions | PNC | LPL Financial | Breakaway | April 15, 2026 | $235M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| LPL FINANCIAL LLC | Investment adviser | March 24, 2026 | Current |
| LPL FINANCIAL LLC | Broker-dealer | March 24, 2026 | Current |
| PNC WEALTH MANAGEMENT | Investment adviser | August 18, 2021 | March 30, 2026 |
| PNC WEALTH MANAGEMENT LLC | Broker-dealer | August 16, 2021 | March 30, 2026 |
| BBVA SECURITIES INC. | Broker-dealer | May 16, 2013 | August 16, 2021 |
| PNC MANAGED ACCOUNT SOLUTIONS, INC. | Investment adviser | May 27, 2011 | August 17, 2021 |
| BBVA COMPASS INVESTMENT SOLUTIONS, INC | Broker-dealer | February 8, 2010 | May 16, 2013 |
| GUARANTY BROKERAGE SERVICES, INC. | Broker-dealer | February 8, 2007 | December 23, 2009 |
| CHASE INVESTMENT SERVICES CORP. | Broker-dealer | July 6, 2005 | January 23, 2007 |
| BANC ONE SECURITIES CORPORATION | Broker-dealer | September 17, 2004 | July 6, 2005 |
| ROYAL ALLIANCE ASSOCIATES, INC. | Broker-dealer | June 5, 2002 | August 13, 2004 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.