Brendan Daniel Sheehan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 11/2017
  National Planning Corporation
  Westborough, MA
• 11/2017 → Present
  Lpl Financial Llc
  Marlborough, MA

Previous Registrations

• 2013-08-09 → 2017-12-06
  National Planning Corporation
  Westborough, MA
  Los Angeles, CA
• 2009-02-25 → 2013-08-20
  Ameriprise Financial Services, Llc
  Westborough, MA
  Westborough, MA
  Quincy, MA
  Westborough, MA
• 2006-03-21 → 2008-12-03
  Sheehan Gorelik Llc
  Carlisle, MA
• 2007-09-11 → 2008-07-14
  Mintz Levin Financial Advisors Llc
  Boston, MA
• 2007-01-03 → 2007-03-28
  First Allied Advisory Services, Inc.
  Braintree, MA
• 2003-07-23 → 2007-01-03
  Ffp Advisory Services Inc
  Braintree, MA
• 2003-04-14 → 2003-10-30
  Sheehan Elder Planning, Inc.
  Braintree, MA
• 2003-01-07 → 2003-07-18
  Eastern Point Advisors Inc.
  Braintree, MA

Other Businesses

1. 11/29/2017 - Waymark Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Partner/Agent - Start Date 8/9/2013 - 10 Hours Per Month/10 Hours During Securities Trading - Term Life, UL, VUL, Disability, LTC. 2. 6/12/2019 - Waymark Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/01/2018 - 20 Hours Per Month During Securities Trading. 3. 02/22/2024 - Real Estate Rental - Investment Related - Stowe, VT - Start Date 02/12/2024 - 1 Hour Per Month/ 0 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2001-10-19

Designations

• Certified Financial Planner