John Patrick Davitt

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 01/2020
  Citizens Securities, Inc.
  Pittsburgh, PA
• 01/2020 → Present
  Lpl Financial, Llc
  Verona, PA

Previous Registrations

• 2010-10-07 → 2020-01-07
  Citizens Securities, Inc.
  Pittsburgh, PA
  Saxonburg, PA
  Pittsburgh, PA
  Erie, PA
  Erie, PA
  Sarver, PA
  Monroeville, PA
  Sarver, PA
• 2010-06-07 → 2010-10-08
  Essex National Securities, Llc
  Wexford, PA
  Butler, PA
  Saxonburg, PA
  Butler, PA
  New Castle, PA
  New Castle, PA
  Allison Park, PA
  Pittsburgh, PA
  Glenshaw, PA
  Russellton, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Napa, CA
• 2006-06-27 → 2010-06-02
  Uvest Financial Services Group, Inc.
  Pittsburgh, PA
  Pittsburgh, PA
  Pittsburgh, PA
  Russellton, PA
  Russellton, PA
  Natrona Heights, PA
  Indiana, PA
  Pittsburgh, PA
  Mars, PA
  Leechburg, PA
  Natrona Heights, PA
• 2006-06-01 → 2006-06-26
  Pnc Wealth Management Llc
  Natrona Heights, PA
  Natrona Heights, PA

Other Businesses

1. 01/06/2000 - GRANDVIEW WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ BRIDGEVILLE, PA 2. 01/01/2013 - CROWDCURING.COM/ TECHNOLOGY/ INVESTMENT RELATED/ 1%/ PITTSBURGH, PA 3. 01/06/2020 - GOOD LIFE IA/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 100%/ READING, PA 4. 5/28/2021 - NSS Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/24/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Independent Agent. 5.12/06/2024 - Found Sock LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/06/2020 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-31
• S63 Uniform Securities Agent State Law Examination
  2004-06-07

Other Names

• J.P. Davitt
• John P Davitt
• John P Davitt