Best Investors Account Sign in

Jeffrey Farner Meyer

LPl Financial LLC

Sarasota, FL

Rockford, IL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-16
IL RA APPROVED 2023-05-16
TX RA APPROVED_RES 2023-05-15
  • FL RA
    APPROVED
    Since 2023-05-16
  • IL RA
    APPROVED
    Since 2023-05-16
  • TX RA
    APPROVED_RES
    Since 2023-05-15

Branch Locations

Sarasota, FL • United States

423 Financial Ct, Rockford, IL 61107 • 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
Sigma Financial Corporation Ann Arbor MI 02/2016 05/2023
Sigma Planning Corporation Ann Arbor MI 02/2016 05/2023
Lpl Financial Llc Sarasota FL 05/2023 Present
  • 02/2016 → 05/2023
    Sigma Financial Corporation
    Ann Arbor, MI
  • 02/2016 → 05/2023
    Sigma Planning Corporation
    Ann Arbor, MI
  • 05/2023 → Present
    Lpl Financial Llc
    Sarasota, FL
Previous Registrations
  • 2016-02-04 → 2023-05-15
    Spc
    Rockford, IL
    Sarasota, FL
    Lisle, IL
    Ann Arbor, MI
  • 2009-10-05 → 2016-02-08
    Ameriprise Financial Services, Llc
    St Charles, IL
  • 2009-04-21 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    St. Charles, IL
  • 2008-01-01 → 2009-04-21
    Wells Fargo Clearing Services, Llc
    St. Charles, IL
  • 2002-09-06 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    St. Charles, IL
    St. Louis, MO
    Saint Charles, IL
Other Businesses

1. 05/17/2023 - Upstream Investment Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-09-05
  • S66 Uniform Combined State Law Examination
    2002-09-05
Other Names
  • Jeffrey Farner Meyer
  • Jeffrey Meyer

View on SEC IAPD

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor