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Brian Michael Therrell

LPl Financial LLC

Boca Raton, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-03
TX RA APPROVED_RES 2026-07-02
  • FL RA
    APPROVED
    Since 2026-07-03
  • TX RA
    APPROVED_RES
    Since 2026-07-02

Branch Locations

1300 North Federal Hwy Ste 101, Boca Raton, FL 33432 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Generations Wealth Advisors Boca Raton FL 02/2011 Present
Cambridge Investment Research, Inc Fairfield IA 11/2013 07/2026
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2013 07/2026
Lpl Financial Llc Boca Raton FL 07/2026 Present
Previous Registrations
Other Businesses

1. 6/2026 - Generations Wealth Advisors, LLC - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 160 Hour(s) During Trading - Reported business location(s) - OBA Start date: 7/1/2026 2. 6/2026 - Brian M Therrell - Non-Variable Insurance - INV REL - 1 Hour(s)/Month – 0 Hour(s) During Trading - Boca Raton FL 33432 - OBA Start date: 06/09/2004

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-19
  • S66 Uniform Combined State Law Examination
    2004-06-19
Other Names
  • Brian Michael Therrell
  • Brian Michael Therrell

View on SEC IAPD

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