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Blake Jason Greiter

LPl Financial LLC

Wake Forest, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-10-28
  • NC RA
    APPROVED
    Since 2013-10-28

Branch Locations

Wake Forest, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Bank (Fl) Wake Forest NC 10/2013 12/2017
Lpl Financial Llc Wake Forest NC 10/2013 Present
  • 10/2013 → 12/2017
    Capital Bank (Fl)
    Wake Forest, NC
  • 10/2013 → Present
    Wake Forest, NC
Previous Registrations
Other Businesses

(1) 05/13/2022 - No Business Name - Not Investment Related - 4301 Lake Boone Trail Raleigh, NC 27607- Other-Massage Therapist - Start Date: 05/16/2022 - 10 Hours Per Month/0 Hours During Securities Trading. (2) 06/24/2022 - Consultative Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/01/2022 - 160 Hours Per Month/ 130 Hours During Securities Trading. (3) 11/18/2022 - Hand and Stone Massage and Facial Spa - Not Investment Related - 3612 rogers branch rd suite 109 Wake Forest, NC 27587 - Outside/W-2 Employment - Massage Therapist - Start Date - 11/02/2022 - 10 Hours Per Month/0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-06
  • S66 Uniform Combined State Law Examination
    2005-05-06
Other Names
  • Blake Greiter

View on SEC IAPD

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