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Jonathan Eric Whitehouse

LPl Financial LLC

Williston, VT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-10-24
TX RA APPROVED 2024-10-23
  • VT RA
    APPROVED
    Since 2024-10-24
  • TX RA
    APPROVED
    Since 2024-10-23

Branch Locations

141 Harvest Ln, Williston, VT 05495 • 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
Cuso Financial Services, Lp San Diego CA 11/2012 10/2024
Lpl Financial Llc Williston VT 10/2024 Present
Vsecu Williston VT 10/2024 Present
  • 11/2012 → 10/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2024 → Present
    Lpl Financial Llc
    Williston, VT
  • 10/2024 → Present
    Vsecu
    Williston, VT
Previous Registrations
  • 2017-02-24 → 2024-10-23
    Cuso Financial Services, L.P.
    Saint Albans, VT
    Williston, VT
    South Burlington, VT
    Essex Junction, VT
    Burlington, VT
    Essex Junction, VT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-21
S63 Uniform Securities Agent State Law Examination 1997-12-12
S65 Uniform Investment Adviser Law Examination 1997-12-12
  • S66 Uniform Combined State Law Examination
    2017-02-21
  • S63 Uniform Securities Agent State Law Examination
    1997-12-12
  • S65 Uniform Investment Adviser Law Examination
    1997-12-12
Other Names
  • Jonathan E Whitehouse

View on SEC IAPD

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Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
COPPER LEAF FINANCIAL, LLC · WILLISTON, VT
SILVERLAKE WEALTH MANAGEMENT LLC · WILLISTON, VT
PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
AMERIPRISE FINANCIAL SERVICES, LLC · South Burlington, VT
BERGER FINANCIAL GROUP · South Burlington, VT

More in Williston, VT

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