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Jamin Purtell

LPl Financial LLC

Syracuse, NY

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-28
  • NH RA
    APPROVED
    Since 2025-05-28

Branch Locations

100 Madison Street Suite 1300, Syracuse, NY 13202 • 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
Lincoln Financial Securities Corporation Concord NH 07/2008 01/2018
Lincoln Financial Advisors Corporation Concord NH 03/2014 01/2018
Signator Investors Inc Portsmouth NH 06/2018 11/2018
Unemployed Epsom NH 01/2018 06/2018
Lpl Financial Llc Epsom NH 12/2018 11/2022
Cadaret Grant & Co., Inc. Syracuse NY 11/2022 Present
Lpl Financial Llc Syracuse NY 05/2025 Present
  • 07/2008 → 01/2018
    Lincoln Financial Securities Corporation
    Concord, NH
  • 03/2014 → 01/2018
    Lincoln Financial Advisors Corporation
    Concord, NH
  • 06/2018 → 11/2018
    Signator Investors Inc
    Portsmouth, NH
  • 01/2018 → 06/2018
    Unemployed
    Epsom, NH
  • 12/2018 → 11/2022
    Lpl Financial Llc
    Epsom, NH
  • 11/2022 → Present
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 05/2025 → Present
    Lpl Financial Llc
    Syracuse, NY
Previous Registrations
  • 2022-11-11 → 2025-10-24
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
  • 2019-01-08 → 2022-11-16
    Lpl Financial Llc
    Epsom, NH
    Fort Mill, SC
    Epsom, NH
    Boston, MA
  • 2018-07-03 → 2018-11-02
    Signator Investors, Inc.
    Portsmouth, NH
  • 2011-03-17 → 2018-01-25
    Osaic Fs, Inc.
    Concord, NH
    Concord, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-04-30
S63 Uniform Securities Agent State Law Examination 1998-06-04
  • S66 Uniform Combined State Law Examination
    2004-04-30
  • S63 Uniform Securities Agent State Law Examination
    1998-06-04
Other Names
  • Jamin L Purtell
  • Jamin Lance Purtell

View on SEC IAPD

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