Geoffrey Ross Cleveland

Current Employers

Employment History

• 01/2016 → 01/2020
  J.P. Morgan Securities, Llc
  Livingston, NJ
• 01/2020 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
• 02/2020 → 03/2023
  Bank Of America N.A.
  Short Hills, NJ
• 03/2023 → Present
  Lpl Financial
  Cranford, NJ

Previous Registrations

• 2020-01-02 → 2023-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  Summit, NJ
• 2016-01-04 → 2020-01-15
  J.P. Morgan Securities Llc
  Livingston,, NJ
• 2015-06-04 → 2016-01-07
  Wells Fargo Advisors Financial Network, Llc
  Chatham, NJ
• 2009-03-13 → 2015-06-24
  Rbc Capital Markets, Llc
  Washington, DC
• 2005-11-04 → 2009-03-13
  Ferris, Baker Watts, Llc
  Washington, DC
  Washington, DC

Other Businesses

1) 03/24/2023- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/24/2023 - 130 Hrs/Mth - 6.5 Hrs During Trading. 2) 04/18/2023 - GRC Capital Advisory - Not Investment Related -Business Entity For Tax/Investment Purposes Only - Home based - Start Date : 03/20/2023 - 160 Hrs/Mth - 160 Hrs During Trading. 3) 07/14/2023 -Janus Gate Financial - Investment Related -DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start date 07/11/2023 - 40 Hrs/Mth - 40 Hrs During Trading. 4) 05/08/2025 - Capri Wealth Management -Not Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s)- Start Date : 04/25/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 5) 09/08/2025 - Momentum Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s)- Start date:09/04/2025 - 10 Hrs/Mth - 10 Hrs During Trading. 6) 10/15/2025 - Trust Financial Services, LLC - Investment Related - Non-Variable Insurance - Florham Park, NJ - Start Date:10/13/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 7) 12/09/2025-Evergreen Wealth, LLC-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 12/04/2025-40hrs/mth-40hrs/mth during trading 8) 03/20/2026-Geoffrey R. Cleveland, Sr.-Tax Prep-Tax Prep/Accounting/CPA-Inv related-At Cranford, NJ-Start date 01/26/2026-5hrs/mth-5hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-11-12

Other Names

• Geoffrey Ross Cleveland
• Geoffrey Ross Cleveland Sr
• Geoffrey Ross Cleveland
• Geoffrey R Cleveland