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Jacob William Cuthbert

LPl Financial LLC

Canonsburg, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

135 Technology Dr Ste 318, Canonsburg, PA 15317 • 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
Cal Cuthbert Pools Belle Vernon PA 03/1998 02/2021
Waddell & Reed, Inc. Canonsburg PA 04/2009 07/2021
Arms Insurance Bethel Park PA 03/2010 07/2020
Greater Rostraver Chamber Of Commerce Belle Vernon PA 05/2014 06/2020
Leadership Washington County Charleroi PA 02/2015 12/2017
Junior Achievement Pittsburgh PA 01/2017 07/2021
Educo Advisor Group, Llc Canonsburg PA 08/2018 07/2021
Fpa Of Pittsburgh Pittsburgh PA 01/2019 07/2021
Various Insurance Carriers For W & R Insurance Agencies Washington PA 04/2009 07/2021
Lpl Financial Llc Canonsburg PA 07/2021 Present
  • 03/1998 → 02/2021
    Cal Cuthbert Pools
    Belle Vernon, PA
  • 04/2009 → 07/2021
    Waddell & Reed, Inc.
    Canonsburg, PA
  • 03/2010 → 07/2020
    Arms Insurance
    Bethel Park, PA
  • 05/2014 → 06/2020
    Greater Rostraver Chamber Of Commerce
    Belle Vernon, PA
  • 02/2015 → 12/2017
    Leadership Washington County
    Charleroi, PA
  • 01/2017 → 07/2021
    Junior Achievement
    Pittsburgh, PA
  • 08/2018 → 07/2021
    Educo Advisor Group, Llc
    Canonsburg, PA
  • 01/2019 → 07/2021
    Fpa Of Pittsburgh
    Pittsburgh, PA
  • 04/2009 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Washington, PA
  • 07/2021 → Present
    Canonsburg, PA
Previous Registrations
  • 2014-06-30 → 2021-07-21
    Waddell & Reed
    Hamden, CT
    Latrobe, PA
    Washington, PA
    Belle Vernon, PA
    Belle Vernon, PA
    Pittsburgh, PA
    Canonsburg, PA
Other Businesses

1) 08/24/2021 - DBA for LPL Business (entity for LPL business) - Educo Advisor Group, LLC - Investment Related - Washington, PA 15301 - start date: 07/19/2018 2) 08/04/2022- College for Financial Planning (Kaplan)- Not Investment Related- Duquesne University 600 Forbes Ave Pittsburgh, PA 15282- Other - Teacher - Part-time instructor- Start Date- 08/31/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading 3) 03/20/2025 - Mon Valley Alliance - Not Investment Related - Non-Profit Board Member -StMonongahela, PA - Start Date:04/29/2025 - 2 Hrs/Mth - 1 Hrs During Trading. 4) 07/22/2025 - GBU Financial Life - Non-Variable Insurance - At reported Business location(s) - Inv Rel - Start date: 07/18/2025 - 1 Hrs/Mth.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2005-05-20
  • S66 Uniform Combined State Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2005-05-20
Designations
Other Names
  • Jacob William Cuthbert
  • Jacob Cuthbert
  • Jake Cuthbert

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