Jonathan David Weir

Current Employers

Employment History

• 06/2009 → 07/2025
  Clearplan Financial, Inc.
  Hamburg, NY
• 06/2009 → 07/2025
  Cadaret, Grant & Co., Inc.
  Buffalo, NY
• 06/1997 → Present
  Weir Financial Resources, Llc
  Buffalo, NY
• 07/2025 → Present
  Lpl Financial Llc
  Buffalo, NY

Previous Registrations

• 2021-05-04 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  Orchard Park, NY
  Buffalo, NY

Other Businesses

1- 07/2025 - Weir Financial Resources - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/30/1997 - 100 hours per month/ during trading 2- 07/2025 - Association KeyEE Benefits - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/01/2024 - 10 hours per month/ during trading 3- 07/2025 - Jonathan Weir - Notary - Investment Related - At Reported Business Location(s) - Start Date 05/29/1998 - 1 hour per month/ during trading 4- 07/2025 - Weir Financial Consultants - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/30/1996 - 2 hours per month/ during trading 5- 07/2025 - Weir Financial Resources - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/30/1997 - 100 hours per month/ during trading 6- 09/17/2025 - LS Mufasa Aggegator LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Austin, TX - Start Date 11/21/2021 - 0 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-10-18

Other Names

• Jonathan David Weir