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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-05-15
  • PA RA
    APPROVED
    Since 2025-05-15

Branch Locations

2 Cloister Ct., Sinking Spring, PA 19608 • United States

1080 Chestnut St, Emmaus, PA 18049 • United States

15093 Kutztown Rd, Kutztown, PA 19530 • United States

7627 Tilghman Street, Allentown, PA 18106 • United States

609 Spring St, 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
Santander Bank, Na Boston MA 06/2015 08/2020
Santander Securities, Llc Dorchester MA 07/2016 08/2020
Citizens Securities, Inc. Trappe PA 12/2020 05/2021
Unemployed N/A PA 08/2020 12/2020
Cuso Financial Services, Lp San Diego CA 05/2021 05/2025
Lpl Financial Llc Kutztown PA 05/2025 Present
Previous Registrations
  • 2021-05-17 → 2025-05-15
    Cuso Financial Services, L.P.
    Kutztown, PA
    Allentown, PA
    Emmaus, PA
  • 2021-01-07 → 2021-05-04
    Norristown, PA
    East Norriton, PA
    Trappe, PA
    Conshohocken, PA
  • 2016-09-15 → 2020-08-28
    Kutztown, PA
    Harrisburg, PA
    Kutztown, PA
    Harrisburg, PA
    Oley, PA
    Reading, PA
    Bethlehem, PA
    Reading, PA
    Laureldale, PA
    Shillington, PA
    Wyomissing, PA
    Douglassville, PA
    Lebanon, PA
    Reading, PA
    Reading, PA
    Bethlehem, PA
    Lebanon, PA
    Boyertown, PA
    Robesonia, PA
    Pottstown, PA
    Shillington, PA
    Villanova, PA
Other Businesses

1- 05/15/2025 - First Commonwealth Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-14
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S65 Uniform Investment Adviser Law Examination
    2016-09-14
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Other Names
  • Jessica Lynn Branco
  • Jessica Zettlemoyer
  • Jessica Lynn Zettlemoyer

View on SEC IAPD

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