Irshad Jamal Bannister

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2020-03-03

OH RA
APPROVED

Since 2020-03-03

Branch Locations

Toledo, OH • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wfg	Temperance	MI	01/2008	03/2020
Ohio High School Athletic Association	Columbus	OH	11/2010	03/2020
Debtmerica, Llc	Toledo	OH	02/2011	03/2020
Transamerica Financial Advisors, Inc	Temperance	MI	01/2012	03/2020
Washington Local Schools	Toledo	OH	12/2012	03/2020
Fellowship Of Christian Athletes	Toledo	OH	10/2015	03/2020
J & Shad Llc	Toledo	OH	06/2018	Present
Lpl Financial, Llc	Maumee	OH	03/2020	Present

01/2008 → 03/2020

Wfg

Temperance, MI
11/2010 → 03/2020

Ohio High School Athletic Association

Columbus, OH
02/2011 → 03/2020

Debtmerica, Llc

Toledo, OH
01/2012 → 03/2020

Transamerica Financial Advisors, Inc

Temperance, MI
12/2012 → 03/2020

Washington Local Schools

Toledo, OH
10/2015 → 03/2020

Fellowship Of Christian Athletes

Toledo, OH
06/2018 → Present

J & Shad Llc

Toledo, OH
03/2020 → Present

Lpl Financial, Llc

Maumee, OH

Previous Registrations

2012-01-06 → 2020-03-02

Transamerica Financial Advisors, Llc

Perrysburg, OH

Maumee, OH

Perrysburg, OH
2010-09-08 → 2012-01-06

Investment Advisors International, Inc.

Maumee, OH

Other Businesses

1. 3/2/2020 - Washington Local Schools board member - Not Investment Related - 3505 Lincolnshire, Toledo, OH 43606 - Non-Profit Board Member - Started 01/01/2020 - 10 Hours Per Month/1 Hours During Securities Trading - Time Spent 5%. 2. 3/2/2020 - Fellowship of Christian Athletes - Not Investment Related - 2602 Nebraska Ave, Toledo, OH 43607 - Non-Profit Board Member - Started 10/01/2015 - 5 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 3. 3/2/2020 - J & Shad LLC - Not Investment Related - 2645 Claredale Road, Toledo, OH 43613 - Business Entity For Tax/Investment Purposes Only - Started 06/01/2018 - 10 Hours Per Month/1 Hour During Securities Trading - Time Spent 5%. 4. 04/07/2022 - Stealth Financial Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2021 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-07-16
S63	Uniform Securities Agent State Law Examination	2009-07-13

S65 Uniform Investment Adviser Law Examination

2010-07-16
S63 Uniform Securities Agent State Law Examination

2009-07-13

View on SEC IAPD