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Kaitlin Marie Eberhart

LPl Financial LLC

Altoona, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

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

Branch Locations

322 Frankstown Rd, Altoona, PA 16602 • 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
Next Financial Group, Inc. Altoona PA 06/2007 07/2025
Lpl Financial Llc Altoona PA 07/2025 Present
  • 06/2007 → 07/2025
    Next Financial Group, Inc.
    Altoona, PA
  • 07/2025 → Present
    Altoona, PA
Previous Registrations
  • 2012-04-02 → 2025-07-10
    Next Financial Group, Inc.
    Houston, TX
    Houston, TX
    Altoona, PA
Other Businesses

1- 07/2025 - Kaitlin Eberhart - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 07/18/2007 - 2 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-30
S63 Uniform Securities Agent State Law Examination 2007-07-13
  • S66 Uniform Combined State Law Examination
    2012-03-30
  • S63 Uniform Securities Agent State Law Examination
    2007-07-13
Other Names
  • Kaitlin Marie Holtz
  • Kaitlin Marie Holtz

View on SEC IAPD

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