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John W Messersmith

LPl Financial LLC

Media, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-10
TX RA APPROVED_RES 2025-07-10
  • PA RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED_RES
    Since 2025-07-10

Branch Locations

Media, PA • 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
Messersmith & Associates Media PA 08/1986 Present
Next Financial Group Inc Media PA 01/2015 07/2025
Lpl Financial Llc Media PA 07/2025 Present
  • 08/1986 → Present
    Messersmith & Associates
    Media, PA
  • 01/2015 → 07/2025
    Next Financial Group Inc
    Media, PA
  • 07/2025 → Present
    Media, PA
Previous Registrations
  • 2015-01-02 → 2025-07-10
    Next Financial Group, Inc.
    Media, PA
    West Chester, PA
  • 2010-08-18 → 2014-12-31
    Malvern, PA
  • 2007-05-02 → 2009-03-18
    Woodbury Financial Services, Inc.
    Hockessin, DE
    Paoli, PA
Other Businesses

1. 07/10/2025- Messersmith Financial Services- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 05/16/2011- 3 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- John W. Messersmith- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/06/1986- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Messersmith And Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/06/1986- 170 Hours Per Month- 170 Hours During Trading 4. 07/10/-2025-John Messersmith-Real Estate Rental- INV Related- At West Chester, PA- Start date 05/22/2023- 1 Hour Per Month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-17
S63 Uniform Securities Agent State Law Examination 2002-06-22
  • S65 Uniform Investment Adviser Law Examination
    2007-04-17
  • S63 Uniform Securities Agent State Law Examination
    2002-06-22

View on SEC IAPD

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