David Jerome Willmott

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 09/2023
  Edward Jones
  St Louis, MO
• 11/2017 → 03/2018
  Joseph Stone Capital
  Holbrook, NY
• 09/2016 → 11/2017
  Skate Safe America
  Bethpage, NY
• 05/2016 → 10/2016
  Parks And Recreation Of Southampton
  Sagaponack, NY
• 06/2013 → 08/2017
  People Pool Valet
  Hampton Bays, NY
• 10/2015 → 10/2016
  Vail Resorts
  Vail, CO
• 09/2023 → Present
  Lpl Financial, Llc
  Westhampton Beach, NY

Previous Registrations

• 2018-08-03 → 2023-10-09
  Edward Jones
  Hampton Bays, NY
  St Louis, MO
  Hampton Bays, NY
  St James, NY

Other Businesses

1)09/18/2023 - Point 32 Investment Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2023 - 160 Hr/Mth 2)09/18/2023 - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start 09/2023 - 4 Hr/Mth

Exams

• S66 Uniform Combined State Law Examination
  2018-08-02

Other Names

• Dj Willmott
• David Jerome Willmott