Brian Wakefield is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with SIMPLICITY WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SIMPLICITY WEALTH LLC | 2025-08-19 | present | Yes |
| MUTUAL TRUST ASSET MGMT., INC. | 2024-12-06 | 2025-08-08 | — |
| EDWARD D. JONES & CO., L.P. | 2019-02-21 | 2024-01-16 | — |