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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-07-14
TX RA APPROVED 2026-07-14
  • OH RA
    APPROVED
    Since 2026-07-14
  • TX RA
    APPROVED
    Since 2026-07-14

Branch Locations

30675 Solon Rd., Suite 202, Solon, OH 44139 • 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
Mml Investors Services, Llc Solon OH 06/2020 07/2026
Umicore Specialty Materials Recycling Wickliffe OH 01/2015 03/2020
Unemployed Chagrin Falls OH 03/2020 06/2020
Massmutual Life Insurance Co Solon OH 06/2020 07/2026
Lpl Financial Llc Solon OH 07/2026 Present
  • 06/2020 → 07/2026
    Solon, OH
  • 01/2015 → 03/2020
    Umicore Specialty Materials Recycling
    Wickliffe, OH
  • 03/2020 → 06/2020
    Unemployed
    Chagrin Falls, OH
  • 06/2020 → 07/2026
    Massmutual Life Insurance Co
    Solon, OH
  • 07/2026 → Present
    Solon, OH
Previous Registrations
Other Businesses

1. 07/2026 - Regal Financial - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/14/2026 2. 07/2026 - Stratos Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 7/14/2026

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09
Other Names
  • Jeffrey Meeks
  • Jeffrey D Meeks

View on SEC IAPD

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