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Justin Daniel Schaeffer

LPl Financial LLC

Wyomissing, 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 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21

Branch Locations

2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • 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
Sydney Schaeffer Wyomissing PA 01/1991 07/2021
Waddell & Reed Inc Wyomissing PA 04/2013 07/2021
Various Insurance Carriers For W&R Insurance Agencies Reading PA 09/2013 07/2021
Treeview Partners Llc Wyomissing PA 04/2020 07/2021
Lpl Financial Llc Wyomising PA 07/2021 Present
  • 01/1991 → 07/2021
    Sydney Schaeffer
    Wyomissing, PA
  • 04/2013 → 07/2021
    Waddell & Reed Inc
    Wyomissing, PA
  • 09/2013 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Reading, PA
  • 04/2020 → 07/2021
    Treeview Partners Llc
    Wyomissing, PA
  • 07/2021 → Present
    Wyomising, PA
Previous Registrations
  • 2014-08-08 → 2021-07-21
    Waddell & Reed
    Wyomissing, PA
    Wyomissing, PA
    Charleroi, PA
    Wilmington, DE
    Camp Hill, PA
    Hamden, CT
    Wyomising, PA
Other Businesses

1) 04/01/2020 - Treeview Partners LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / 0HR/MO / 2 Meridian Blvd., Suite 102, Wyomissing, PA,19610 2) 12/7/2022 - The Schaeffer Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/22/2021 - 0 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-08
S63 Uniform Securities Agent State Law Examination 2013-06-14
  • S65 Uniform Investment Adviser Law Examination
    2014-08-08
  • S63 Uniform Securities Agent State Law Examination
    2013-06-14

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