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Jeffrey Parks Kendall

LPl Financial LLC

Huntersville, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2007-12-13
  • NC RA
    APPROVED
    Since 2007-12-13

Branch Locations

13420 Reese Blvd W Triumvirate Financial Services, Huntersville, NC 28078 • 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
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) Huntersville NC 12/2007 Present
Triumvirate Financial Services Huntersville NC 03/2019 Present
  • 12/2007 → Present
    Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
    Huntersville, NC
  • 03/2019 → Present
    Triumvirate Financial Services
    Huntersville, NC
Previous Registrations
  • 2005-01-03 → 2007-12-07
    Grove Point Investments, Llc
    Mooresville, NC
    Mooresville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-22
S63 Uniform Securities Agent State Law Examination 1996-10-11
  • S65 Uniform Investment Adviser Law Examination
    2004-12-22
  • S63 Uniform Securities Agent State Law Examination
    1996-10-11
Other Names
  • Jeff Kendall
  • Jeffrey P Kendall

View on SEC IAPD

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RICHARD GORDON FALLON
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KARA Buteau KUNZ

Other Offices

CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Hunterville, NC
CORNERSTONE WEALTH · Huntersville, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC

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