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Matthew James Winscher

LPl Financial LLC

Chesterfield, MO

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-12-02
TX RA APPROVED 2024-12-02
  • MO RA
    APPROVED
    Since 2024-12-02
  • TX RA
    APPROVED
    Since 2024-12-02

Branch Locations

16020 Swingley Ridge Road - Suite 220, Chesterfield, MO 63017 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Td Ameritrade St. Louis MO 09/2020 12/2020
Home Depot Dallas TX 05/2019 07/2020
Citibank Ofallon MO 05/2017 08/2017
Lincoln College Lincoln IL 08/2015 05/2017
Mutual Advisors, Llc Chesterfield MO 06/2021 12/2024
Unemployed O'FAllon MO 12/2020 06/2021
Unemployed O'FAllon MO 07/2020 09/2020
University Of Arkansas Fayetteville AR 08/2017 05/2019
Lpl Financial, Llc Chesterfield MO 12/2024 Present
  • 09/2020 → 12/2020
    Td Ameritrade
    St. Louis, MO
  • 05/2019 → 07/2020
    Home Depot
    Dallas, TX
  • 05/2017 → 08/2017
    Citibank
    Ofallon, MO
  • 08/2015 → 05/2017
    Lincoln College
    Lincoln, IL
  • 06/2021 → 12/2024
    Chesterfield, MO
  • 12/2020 → 06/2021
    Unemployed
    O'FAllon, MO
  • 07/2020 → 09/2020
    Unemployed
    O'FAllon, MO
  • 08/2017 → 05/2019
    University Of Arkansas
    Fayetteville, AR
  • 12/2024 → Present
    Chesterfield, MO
Previous Registrations
Other Businesses

1- 11/2024 / Fox Financial Group / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 07/01/2021

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-19
  • S65 Uniform Investment Adviser Law Examination
    2024-09-19
Other Names
  • Matthew James Winscher

View on SEC IAPD

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