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Todd Alan Mattingly

LPl Financial LLC

Cheboygan, MI

Onaway, MI

Alanson, MI

Petoskey, 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 2023-03-24
  • MI RA
    APPROVED
    Since 2023-03-24

Branch Locations

303 N Main St, Cheboygan, MI 49721 • United States

20581 State Street, Onaway, MI 49765 • United States

8011 S Us 31 Hwy, Alanson, MI 49706 • United States

324 Michign Street, Petoskey, MI 49770 • 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
Boyne Usa Boyne Falls MI 07/2013 04/2021
Unemployed Petoskey MI 05/2021 09/2021
Financial Search Group A Division Of Pmp Petoskey MI 10/2021 11/2022
Citizens National Bank Cheboygan, MI 11/2022 Present
Lpl Financial Llc Cheboygan, MI 12/2022 Present
  • 07/2013 → 04/2021
    Boyne Usa
    Boyne Falls, MI
  • 05/2021 → 09/2021
    Unemployed
    Petoskey, MI
  • 10/2021 → 11/2022
    Financial Search Group A Division Of Pmp
    Petoskey, MI
  • 11/2022 → Present
    Citizens National Bank
    Cheboygan,, MI
  • 12/2022 → Present
    Lpl Financial Llc
    Cheboygan,, MI
Previous Registrations
  • 2008-03-04 → 2009-05-19
    Lpl Financial Llc
    Boyne City, MI
    Traverse City, MI
    Gaylord, MI
    Traverse City, MI
    Bellaire, MI
    Charlevoix, MI
    Manton, MI
  • 2004-07-26 → 2008-03-04
    Ifmg Securities, Inc.
    Charlevoix, MI
    Grayling, MI
    Gaylord, MI
    Boyne City, MI
    Bellaire, MI
    Traverse City, MI
    Charlevoix, MI
    Cadillac, MI
  • 2003-01-07 → 2004-07-06
    Banc One Securities Corporation
    Petoskey, MI
Other Businesses

1) 2/2023- CNB Financial Services / DBA for LPL Business (entity for LPL business) - INV. RELATED - at reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-23
  • S66 Uniform Combined State Law Examination
    2023-03-23
Other Names
  • Todd Alan Mattingly
  • Todd Mattingly

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.

Other Investors

Matthew James Behan
Dwayne James LaPointe
LUKE LLOYD NOLAN
J L Sumpter
SUZANNE MARIE SCHOENITH
Ian Wayne Bancroft
DARYL BLAINE HESSELINK
DENNIS BRYON HESSELINK

Other Offices

EDWARD JONES · CHEBOYGAN, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Cheboygan, MI
EDWARD JONES · CHEBOYGAN, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Cheboygan, MI
OSAIC WEALTH, INC. · CHEBOYGAN, MI
EDWARD JONES · Indian River, MI
EDWARD JONES · SAINT IGNACE, MI
LPL FINANCIAL LLC · SAINT IGNACE, MI

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