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Joan M Nilan

LPl Financial LLC

Fort Mill, SC

Cedar Grove, NJ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-01-20
  • NJ RA
    APPROVED
    Since 2022-01-20

Branch Locations

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

Cedar Grove, NJ • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Randolph NJ 03/2014 05/2017
Bank Of America, N.A. Randolph NJ 04/2014 05/2017
Morgan Stanley Smith Barney Llc Morristown NJ 04/2018 02/2020
Unemployed Cedar Grove NJ 05/2017 04/2018
Unemployed Cedar Grove NJ 02/2020 08/2021
Lpl Financial Services, Llc Cedar Grove NJ 08/2021 Present
  • 03/2014 → 05/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Randolph, NJ
  • 04/2014 → 05/2017
    Bank Of America, N.A.
    Randolph, NJ
  • 04/2018 → 02/2020
    Morgan Stanley Smith Barney Llc
    Morristown, NJ
  • 05/2017 → 04/2018
    Unemployed
    Cedar Grove, NJ
  • 02/2020 → 08/2021
    Unemployed
    Cedar Grove, NJ
  • 08/2021 → Present
    Lpl Financial Services, Llc
    Cedar Grove, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-07
S63 Uniform Securities Agent State Law Examination 2001-10-18
  • S65 Uniform Investment Adviser Law Examination
    2003-08-07
  • S63 Uniform Securities Agent State Law Examination
    2001-10-18
Other Names
  • Joan Mckeown
  • Joan M Farrell
  • Joan Bernadotte Mckeown
  • Joan Mckeown Farrrell
  • Joan Mc Keown Nilan
  • Joan Nilan

View on SEC IAPD

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Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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