Jeff T. Erdman

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
MI	RA	APPROVED	2023-06-08
TX	RA	APPROVED	2023-06-08

MI RA
APPROVED

Since 2023-06-08
TX RA
APPROVED

Since 2023-06-08

Branch Locations

1301 W Long Lake Rd Ste 110, Troy, MI 48098 • 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
Fsc Securities Corporation	Troy	MI	08/2008	06/2023
Gordon Financial Advisory Services	Troy	MI	08/2008	Present
Lpl Financial Llc	Troy	MI	06/2023	Present

08/2008 → 06/2023

Fsc Securities Corporation

Troy, MI
08/2008 → Present

Gordon Financial Advisory Services

Troy, MI
06/2023 → Present

Lpl Financial Llc

Troy, MI

Previous Registrations

2010-10-14 → 2023-07-13

Gordon Financial Advisory Services, Llc

Troy, MI
2008-08-11 → 2011-10-03

Fsc Securities Corporation

Troy, MI

Other Businesses

1) 6/1/2023- Gordon Financial Advisory Services- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) - start dat 8/1/2008- 160hrs/mth

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-28
S66	Uniform Combined State Law Examination	2000-02-17

S65 Uniform Investment Adviser Law Examination

2010-08-28
S66 Uniform Combined State Law Examination

2000-02-17

View on SEC IAPD