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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-13
  • MD RA
    APPROVED
    Since 2025-08-13

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Boonsboro, MD • United States

316 N. Main Street, Boonsboro, MD 21713 • 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
Edward Jones St Louis MO 09/2021 02/2022
Jma Adjustment Frederick MD 01/2017 09/2021
Lift Frederick MD 08/2019 10/2019
Uber Frederick MD 08/2019 05/2020
Wells Fargo Home Mortgage Frederick MD 02/2008 09/2021
Cetera Wealth Services, Llc El Segundo CA 02/2022 08/2025
Sequoia Wealth Solutions Llc Reading PA 12/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 08/2025
Lpl Financial Boonsboro MD 08/2025 Present
  • 09/2021 → 02/2022
    St Louis, MO
  • 01/2017 → 09/2021
    Jma Adjustment
    Frederick, MD
  • 08/2019 → 10/2019
    Lift
    Frederick, MD
  • 08/2019 → 05/2020
    Uber
    Frederick, MD
  • 02/2008 → 09/2021
    Wells Fargo Home Mortgage
    Frederick, MD
  • 02/2022 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 12/2022 → Present
    Sequoia Wealth Solutions Llc
    Reading, PA
  • 06/2023 → 08/2025
    Schaumburg, IL
  • 08/2025 → Present
    Lpl Financial
    Boonsboro, MD
Previous Registrations
  • 2023-06-29 → 2025-08-13
    Boonsboro, MD
    Reading, PA
  • 2022-02-07 → 2023-06-29
    Cetera Wealth Services, Llc
    Boonsboro, MD
    Boonsboro, MD
    Braintree, MA
    Reading, PA
  • 2021-11-15 → 2022-01-25
    Boonsboro, MD
    St Louis, MO
Other Businesses

1. 06/30/2025- Sequoia Wealth Solutions LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location- Start Date 12/12/2022 2. 06/30/2025- ARCC 172 Flyers, LLC- Other- Charles Town, WV 25414- Non Inv Rel- 1 Hr Per Mnth- Start Date 12/05/2023 3. 06/30/2025- Heidi Reif-Jones- Real Estate Rental- Boonsboro, MD 21713-1 Hr Per Mnth- Start Date 03/01/2011

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-13
  • S66 Uniform Combined State Law Examination
    2021-11-13
Other Names
  • Heidi Reif

View on SEC IAPD

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