Maxwell Bryce Schermerhorn

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2026-04-20

MN RA
APPROVED

Since 2026-04-20

Branch Locations

2600 Eagan Woods Dr, Ste #455, Eagan, MN 55121 • 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

Organization	City	State	From	To
Nylife Securities Llc	Waltham	MA	09/2016	07/2020
New York Life Insurance Co	Waltham	MA	07/2016	07/2020
Blue Line Financial, Llc	Waltham	MA	03/2019	07/2020
Natixis Distribution, Llc	Boston	MA	07/2020	03/2026
Natixis Advisors, Llc	Boston	MA	07/2020	03/2026
Lpl Financial Llc	Eagan	MN	03/2026	Present

09/2016 → 07/2020

Nylife Securities Llc

Waltham, MA
07/2016 → 07/2020

New York Life Insurance Co

Waltham, MA
03/2019 → 07/2020

Blue Line Financial, Llc

Waltham, MA
07/2020 → 03/2026

Natixis Distribution, Llc

Boston, MA
07/2020 → 03/2026

Natixis Advisors, Llc

Boston, MA
03/2026 → Present

Lpl Financial Llc

Eagan, MN

Other Businesses

1) 01/21/2026- Sage Beacon Wealth Management - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location - 160hrs/mth/during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-16
S63	Uniform Securities Agent State Law Examination	2018-08-14

S65 Uniform Investment Adviser Law Examination

2026-04-16
S63 Uniform Securities Agent State Law Examination

2018-08-14

Other Names

Maxwell Bryce Schermerhorn
Maxwell Schermerhorn

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

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