William Jordan

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-04-11

NY RA
APPROVED

Since 2023-04-11

Branch Locations

120 White Plains Rd Ste 112, Tarrytown, NY 10591 • 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
Fordham Student	Bronx	NY	09/2000	09/2021
Marios Restaurant	Bronx	NY	04/2018	04/2020
Farmhouse Tavern	Katonah	NY	06/2020	06/2021
Lexco Wealth Management	Tarrytown	NY	09/2021	Present
Lpl Financial, Llc	Tarrytown	NY	06/2021	Present

09/2000 → 09/2021

Fordham Student

Bronx, NY
04/2018 → 04/2020

Marios Restaurant

Bronx, NY
06/2020 → 06/2021

Farmhouse Tavern

Katonah, NY
09/2021 → Present

Lexco Wealth Management

Tarrytown, NY
06/2021 → Present

Lpl Financial, Llc

Tarrytown, NY

Other Businesses

1) 3/31/2022 - DBA for LPL Business (entity for LPL business) - Lexco Wealth Management - Investment Related - Tarrytown, NY 10591. 2) 09/03/2025 - Mounted Memories NY LLC - Not Investment Related - Other - Firearm/Security/Retail Store - mahopac, NY - Start Date:10/01/2025 - 6 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-07

S66 Uniform Combined State Law Examination

2023-04-07

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

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Exams

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