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Jonathan Scott Casebolt

LPl Financial LLC

Lubbock, TX

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-10

Branch Locations

8002 Abbeville Ave. Suite B, Lubbock, TX 79424 • 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
OrganizationCityStateFromTo
Edward Jones St.LOuis MO 05/2007 10/2023
Cadaret Grant & Co., Inc. Lubbock TX 10/2023 07/2025
Lpl Financial Llc Lubbock TX 07/2025 Present
  • 05/2007 → 10/2023
    St.LOuis, MO
  • 10/2023 → 07/2025
    Cadaret Grant & Co., Inc.
    Lubbock, TX
  • 07/2025 → Present
    Lubbock, TX
Previous Registrations
  • 2023-10-16 → 2025-07-10
    Cadaret, Grant & Co., Inc.
    Lubbock, TX
    Syracuse, NY
    Syracuse, NY
  • 2007-07-17 → 2023-10-16
    Lubbock, TX
    Lubbock, TX
    Lubbock, TX
    St Louis, MO
Other Businesses

1. 07/2025 - Kay Casebolt Farm - Farm - Lipan, TX - NOT INV REL - Start Date 01/01/2000 - 1hr/mth | 0hrs during trading 2. 07/2025 - Gaschen, Berlingeri & Casebolt - DBA for LPL Business (entity for LPL business) - Lubbock, TX - INV REL - Start Date 10/16/2023 - 160hrs/mth |160hrs during trading 3. 07/2025 - Gaschen, Berlingeri & Casebolt - Non-Variable Insurance - Lubbock, TX - INV REL - Start Date 10/16/2023 - 5hrs/mth | 5hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-11
  • S66 Uniform Combined State Law Examination
    2007-07-11
Designations

View on SEC IAPD

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