Richard Clonch

Current Employers

Employment History

• 04/2009 → Present
  Lpl Financial Llc
  Gaithersburg, MD
• 11/2017 → Present
  Planvest Financial, Inc.
  Gaithersburg, MD

Previous Registrations

• 2009-04-28 → 2018-05-09
  Lpl Financial Llc
  Laytonsville, MD
  San Diego, CA
  Gaithersburg, MD
• 2005-06-17 → 2009-05-13
  Ubs Financial Services Inc.
  Bethesda, MD
  Weehawken, NJ
  Rockville, MD
  Rockville, MD

Other Businesses

(1) 2/3/2015: PlanVest Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/26/2015 - 160 Hours Per Month/8 Hours During Securities Trading. (2) 10/13/2015: PlanVest Federal - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 10/13/2015 - 2 Hours Per Month/1 Hour During Securities Trading. 3. 12/26/2017 - PlanVest Federal - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 11/27/2017 - 120 Hours Per Month / 6 Hours During Trading. 4. 12/26/2017 - PlanVest Financial, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 11/27/2017 - 120 Hours Per Month / 6 Hours During Trading - I provide investment advisory services through PlanVest Financial, Inc., an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 11/07/2019 - Investment and Protection Solutions LLC - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/29/2019 - 2 hrs/mo - 1 hr during trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-06-16

Designations