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Jason Ronald Loiselle

LPl Financial LLC

Plymouth, MI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-11-26
  • MI RA
    APPROVED
    Since 2019-11-26

Branch Locations

865 South Main St, Ste. 2, Plymouth, MI 48170 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Loiselle Properties Llc Plymouth MI 01/2006 Present
Saoco Westland MI 12/1999 Present
Nornarf, Inc. Dba Loiselle &Amp; Amp Associates Plymouth MI 01/2008 Present
Bni Upland CA 10/2007 Present
H. Beck, Inc. Rockville MD 01/2010 11/2019
Lpl Financial Llc Plymouth MI 11/2019 Present
  • 01/2006 → Present
    Loiselle Properties Llc
    Plymouth, MI
  • 12/1999 → Present
    Saoco
    Westland, MI
  • 01/2008 → Present
    Nornarf, Inc. Dba Loiselle &Amp; Amp Associates
    Plymouth, MI
  • 10/2007 → Present
    Bni
    Upland, CA
  • 01/2010 → 11/2019
    H. Beck, Inc.
    Rockville, MD
  • 11/2019 → Present
    Plymouth, MI
Previous Registrations
  • 2011-01-07 → 2019-12-23
    Grove Point Investments, Llc
    Plymouth, MI
    Worthington, OH
Other Businesses

1) 11/14/2019 - Loiselle Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2011 2) 11/14/2019 - Nornarf DBA Loiselle and Associates - Tax Prep/Accounting/CPA - inv rel - at reported business location(s) - start: 01/2008 3) 11/14/2019 - Loiselle Foundation - Non-Profit Board Member - non-inv rel - Plymouth, MI - start: 2006 4) 11/14/2019 - Saoco - musician - inv rel - Novi, MI - start: 04/2000 5) 11/14/2019 - Loiselle Properties LLC - co-owner Real Estate Rental - inv rel - Plymouth, MI - start: 01/2007

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-13
S63 Uniform Securities Agent State Law Examination 2001-03-02
  • S66 Uniform Combined State Law Examination
    2010-12-13
  • S63 Uniform Securities Agent State Law Examination
    2001-03-02
Other Names
  • Jason Ronald Loiselle

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