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Simon Eric John Devenish

LPl Financial LLC

Spencerport, NY

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-02-09
  • NY RA
    APPROVED
    Since 2022-02-09

Branch Locations

117 S Union St Suite 1, Spencerport, NY 14559 • 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
Spencerport Depot And Canal Museum Spencerport NY 05/2017 12/2023
Health And Life Insurance Broker Spencerport NY 07/2017 Present
Simple Technology Services Jane Brook 01/2014 12/2016
Sylvan Learning Centers Greece NY 11/2016 07/2017
Lpl Financial Llc Rochester NY 11/2021 Present
  • 05/2017 → 12/2023
    Spencerport Depot And Canal Museum
    Spencerport, NY
  • 07/2017 → Present
    Health And Life Insurance Broker
    Spencerport, NY
  • 01/2014 → 12/2016
    Simple Technology Services
    Jane Brook
  • 11/2016 → 07/2017
    Sylvan Learning Centers
    Greece, NY
  • 11/2021 → Present
    Rochester, NY
Other Businesses

1) 11/18/2021 - Simple Technology Services LLC - Business Owner - Website Design - Non-Inv Rel - Spencerport, NY - Start: 11/2016 - 20 Hr/Mth 2) 09/13/2023 - Monroe Community College - Outside/W-2 Employment - Employee at Public Safety Training Facility - Not Investment Related - Rochester, NY - Start Date 12/14/2021 - 4 Hours Per Month/ 1 Hour During Trading 3) 03/25/2024 - Lift Bridge Financial - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/19/2021 - 10 Hours Per Month/ During Trading 4) 03/25/2024 - Lift Bridge Financial - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/14/2024 - 140 Hours Per Month/ During Trading 5) 01/07/2025 - Spencerport Depot and Canal Museum - Outside/W-2 Employment - Spencerport, NY - Start Date 01/01/2025 - 3 hours per month/ 0 hours during trading 6) 09/24/2025- Lift Bridge Insurance Services LLC- Insurance Agency- INV Related- At Reporting Business Location(s)- Start date 12/18/2024- 10 Hours Per Month - 10 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-08
S63 Uniform Securities Agent State Law Examination 2022-01-11
  • S65 Uniform Investment Adviser Law Examination
    2022-02-08
  • S63 Uniform Securities Agent State Law Examination
    2022-01-11

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