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Jane Elizabeth Terry Khalaf

LPl Financial LLC

Los Altos, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-09
CA RA APPROVED 2022-11-07
  • TX RA
    APPROVED_RES
    Since 2022-11-09
  • CA RA
    APPROVED
    Since 2022-11-07

Branch Locations

280 Second St, Suite 240, Los Altos, CA 94022 • 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 09/2014 11/2022
Lpl Financial Llc Palo Alto CA 11/2022 Present
Previous Registrations
Other Businesses

1) 11/07/2022 - Elderberry Capital - DBA for LPL Business (entity for LPL business)- inv. related- At Reported Business Location(s) - Start 11/2022

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-03-24
  • S66 Uniform Combined State Law Examination
    2011-03-24
Designations
Other Names
  • Jane Terry
  • Jane Elizabeth Terry
  • Jane Elizabeth Terry Khalaf
  • Jane Khalaf

View on SEC IAPD

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