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Matthew Joseph Defalco

LPl Financial LLC

Danville, 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 2022-12-15
  • PA RA
    APPROVED
    Since 2022-12-15

Branch Locations

877 Bloom Rd, Danville, PA 17821 • 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
Cuna Brokerage Services, Inc. Waverly IA 04/2022 05/2022
Service 1St Fcu Danville PA 11/2020 Present
Unemployed Danville PA 05/2020 11/2020
Applied Underwriters Omaha NE 10/2018 05/2020
Unemployed Omaha NE 02/2018 10/2018
Defalco Consulting Burlington, Ontario 03/2016 01/2018
Lpl Financial Llc Danville PA 05/2022 Present
  • 04/2022 → 05/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 11/2020 → Present
    Service 1St Fcu
    Danville, PA
  • 05/2020 → 11/2020
    Unemployed
    Danville, PA
  • 10/2018 → 05/2020
    Applied Underwriters
    Omaha, NE
  • 02/2018 → 10/2018
    Unemployed
    Omaha, NE
  • 03/2016 → 01/2018
    Defalco Consulting
    Burlington, Ontario
  • 05/2022 → Present
    Danville, PA
Other Businesses

1) 12/09/2022 - SERVICE 1ST RETIREMENT & INVESTMENT CENTER - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-14
  • S66 Uniform Combined State Law Examination
    2022-12-14
Other Names
  • Matthew Defalco

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