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Brett M Geric

LPl Financial LLC

Winter Haven, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-30
  • FL RA
    APPROVED
    Since 2021-08-30

Branch Locations

141 E Central Ave Ste 450, Winter Haven, FL 33880 • 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
Florida State University Tallahassee FL 07/2018 12/2020
Chain Of Lakes Collegiate High School Winter Haven FL 08/2016 06/2018
Lpl Financial, Llc Winter Haven FL 01/2021 Present
  • 07/2018 → 12/2020
    Florida State University
    Tallahassee, FL
  • 08/2016 → 06/2018
    Chain Of Lakes Collegiate High School
    Winter Haven, FL
  • 01/2021 → Present
    Lpl Financial, Llc
    Winter Haven, FL
Other Businesses

6/2021 - DBA for LPL Business (entity for LPL business) - Geric/Hemp Investment Group - Investment Related - Winter Haven, FL 33880

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2021-08-26

View on SEC IAPD

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COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
MORGAN STANLEY

Other Investors

RACHEL PINNER LOBDELL
AMY B. GARBRECHT
DEBORAH MILLER SWENSON
Jack Heiss
ERIC EMBREY JOHNSON
MARK D WILLIAMS
GIOVANNA NEGLIA TESTONI
BRIAN GLENN HEMP

Other Offices

UBS FINANCIAL SERVICES INC. · WINTER HAVEN, FL
TUCKER ASSET MANAGEMENT LLC · Winter Haven, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER HAVEN, FL
COMMONWEALTH FINANCIAL NETWORK · WINTER HAVEN, FL
PFS INVESTMENTS INC. · WINTER HAVEN, FL
FOUNDATIONS INVESTMENT ADVISORS LLC · Winter Haven, FL
LPL FINANCIAL LLC · WINTER HAVEN, FL
EDWARD JONES · WINTER HAVEN, FL

More in Winter Haven, FL

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