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Jeffrey Adelglass

LPl Financial LLC

Ansonia, CT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2020-10-09
  • CT RA
    APPROVED
    Since 2020-10-09

Branch Locations

350 W Main St, Ansonia, CT 06401 • 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
Adelglass Wealth Management Ansonia CT 05/2018 Present
University Of Connecticut Storrs CT 09/2015 05/2019
Adelglass Wealth Management Ansonia CT 06/2018 08/2018
Lpl Financial Llc Ansonia CT 05/2018 Present
  • 05/2018 → Present
    Adelglass Wealth Management
    Ansonia, CT
  • 09/2015 → 05/2019
    University Of Connecticut
    Storrs, CT
  • 06/2018 → 08/2018
    Adelglass Wealth Management
    Ansonia, CT
  • 05/2018 → Present
    Lpl Financial Llc
    Ansonia, CT
Other Businesses

1)2/13/20- Adelglass Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Ansonia, CT -100%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-08
  • S66 Uniform Combined State Law Examination
    2020-10-08

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC INSTITUTIONS, INC.
CENTAURUS FINANCIAL, INC.
WHARTON MIDMARKET INVESTMENT ADVISORS INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
HERITAGE CAPITAL, LLC
MERCER GLOBAL ADVISORS INC.

Other Investors

ELIZABETH JANE BAKER
JOHN E NEVINS
LUIS CABRAL
TRESSAN QUINN
EVAN JAY ADELGLASS
JUSTIN RUSSELL
DANIEL VELAZQUEZ
JONATHAN CHRISTOPHER FARENS

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ANSONIA, CT
OSAIC INSTITUTIONS, INC. · ANSONIA, CT
LPL FINANCIAL LLC · ANSONIA, CT
LPL FINANCIAL LLC · ANSONIA, CT
WELLS FARGO CLEARING SERVICES, LLC · SHELTON, CT
CENTAURUS FINANCIAL, INC. · SHELTON, CT
WHARTON MIDMARKET INVESTMENT ADVISORS INC · WOODBRIDGE, CT
OSAIC INSTITUTIONS, INC. · Seymour, CT

More in Ansonia, CT

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