Sheri Nicole Leveille

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-07-11
TX	RA	APPROVED	2024-07-11

CA RA
APPROVED

Since 2024-07-11
TX RA
APPROVED

Since 2024-07-11

Branch Locations

1209 Park Street Suite 201, Paso Robles, CA 93446 • United States

30 San Miguel St., Avila Beach, CA 93424 • 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
Stifel, Nicolaus & Company, Incorporated	Paso Robles	CA	01/2012	07/2024
Lpl Financial Llc	Avila Beach	CA	07/2024	Present

01/2012 → 07/2024

Stifel, Nicolaus & Company, Incorporated

Paso Robles, CA
07/2024 → Present

Lpl Financial Llc

Avila Beach, CA

Previous Registrations

2012-01-13 → 2024-07-16

Stifel, Nicolaus & Company, Incorporated

St. Louis, MO

Paso Robles, CA
2009-06-01 → 2012-01-19

Morgan Stanley

Paso Robles, CA

Paso Robles, CA

San Luis Obispo, CA
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Paso Robles, CA
2005-02-11 → 2007-04-02

Morgan Stanley Dw Inc.

Paso Robles, CA

Paso Robles, CA

Other Businesses

1- 05/2024 / Leveille Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mnth / 8 hr during trading / start 07/11/2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-02-10

S66 Uniform Combined State Law Examination

2005-02-10

Designations

Other Names

Sheri Nicole Severn
Sheri Nicole Taylor

View on SEC IAPD