Jerrold Bernard Pinsker

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2004-05-27
NC	RA	APPROVED	2004-05-26

TX RA
APPROVED_RES

Since 2004-05-27
NC RA
APPROVED

Since 2004-05-26

Branch Locations

Greensboro, NC • 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

Organization	City	State	From	To
Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)	Greensboro	NC	05/2004	Present

05/2004 → Present

Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)

Greensboro, NC

Previous Registrations

2000-12-31 → 2004-06-01

Ws Griffith Securities, Inc.

Greensboro, NC

Other Businesses

1. 6/9/2004 - NON-VARIABLE INSURANCE - OUTSIDE SALES OF NON-VARIABLE INSURANCE. AGENT SELLING TRADITIONAL INSURANCE PRODUCTS. - GREENSBORO, NC. 2. 12/7/2004 - REAL ESTATE RENTAL - WKSJ LAND CO., LLC - LEASING & BUYING OFFICE SPACE. 3. 8/14/2006 - ACT IN A FIDUCIARY CAPACITY - BARBARA PINSKER (SISTER) POA. - GREENSBORO NC. 4. 3/16/2007 - DBA ONLY - PINSKER WEALTH MANAGEMENT - GREENSBORO NC. 5. 3/16/2007 - NON-VARIABLE INSURANCE - PINSKER WEALTH MANAGEMENT, INC. - OPERATE ALL WEALTH MANAGEMENT ACTIVITIES WITHIN PINSKER WEALTH MANAGEMENT, BUT CONTINUE DBA JERROLD B. PINSKER, JD. DO NOT PLAN TO CHANGE CARDS, ADVERTISEMENTS, ETC. - 100% TIME SPENT - GREENSBORO NC. 6. 06/25/2015 - PINSKER PROPERTIES, LP - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 1%. 7. 5/8/2019 - Daniel M. Pinsker - Not Investment Related - Home Based - Act in a Fiduciary Capacity - Started 01/01/2019 - 1 Hours Per Month/0 Hours During Securities Trading 8. 08/23/2024 - Pinsker Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 -

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1998-07-07

S66 Uniform Combined State Law Examination

1998-07-07

Other Names

Jerry Pinsker

View on SEC IAPD