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David Edward Crouse

LPl Financial LLC

Lewes, DE

Seaford, DE

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-18
DE RA APPROVED 2024-03-22
  • TX RA
    APPROVED_RES
    Since 2024-07-18
  • DE RA
    APPROVED
    Since 2024-03-22

Branch Locations

33322 E Chesapeake St Unit 47, Lewes, DE 19958 • United States

Seaford, DE • 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
OrganizationCityStateFromTo
Pnc Investments Pittsburgh PA 01/2004 03/2024
Lpl Financial Llc Lews DE 03/2023 Present
  • 01/2004 → 03/2024
    Pnc Investments
    Pittsburgh, PA
  • 03/2023 → Present
    Lpl Financial Llc
    Lews, DE
Previous Registrations
  • 2004-01-01 → 2024-03-26
    Pnc Wealth Management Llc
    Lewes, DE
    Milford, DE
    Milford, DE
  • 2002-05-15 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    Milford, DE
Other Businesses

1) 03/22/2024 - Sussex Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:3/22/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 3) 09/08/2025 - Momentum Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s)- Start date:09/04/2025 - 10 Hrs/Mth - 10 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1994-02-22
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1994-02-22

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC

Other Investors

ANDREW METZ
KIRSTEN Julia LOPEZ
Coty Tyler Schnake
CRAIG JOSEPH LUSCO
DONALD J STEGALL
LARRY JOSEPH MURPHY
MICHAEL BLAND JOHNSON
KATHLEEN MARY RYAN

Other Offices

METZ CAPITAL MANAGEMENT LLC · LEWES, DE
METZ CAPITAL MANAGEMENT LLC · LEWES, DE
METZ CAPITAL MANAGEMENT LLC · Lewes, DE
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LEWES, DE
OSAIC WEALTH, INC. · LEWES, DE
DAKOTA WEALTH, LLC · LEWES, DE
DIVERSIFY ADVISORY SERVICES, LLC · LEWES, DE
EDWARD JONES · LEWES, DE

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