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Jacqueline Elizabeth Leveroni

LPl Financial LLC

Braintree, MA

Rye, NH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-16
NH RA APPROVED 2024-12-04
  • MA RA
    APPROVED
    Since 2024-12-16
  • NH RA
    APPROVED
    Since 2024-12-04

Branch Locations

50 Braintree Hill Ofc Prk #205, Braintree, MA 02184 • United States

Rye, NH • 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
Morgan Stanley Smith Barney Llc Portland ME 05/2018 09/2020
Unemployed Cumberland ME 07/2012 04/2018
Morgan Stanley Private Bank, N.A. New York NY 01/2019 09/2020
Lpl Financial Braintree MA 10/2020 11/2023
Lpl Financial Llc Braintree MA 11/2024 Present
N/A Rye NH 11/2023 11/2024
  • 05/2018 → 09/2020
    Morgan Stanley Smith Barney Llc
    Portland, ME
  • 07/2012 → 04/2018
    Unemployed
    Cumberland, ME
  • 01/2019 → 09/2020
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2020 → 11/2023
    Lpl Financial
    Braintree, MA
  • 11/2024 → Present
    Lpl Financial Llc
    Braintree, MA
  • 11/2023 → 11/2024
    N/A
    Rye, NH
Previous Registrations
Other Businesses

1)11/2024 - LEVERONI FINANCIAL MANGEMENT CORP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) -Inv. Related - at reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-08
  • S66 Uniform Combined State Law Examination
    2018-11-08
Other Names
  • Jacqueline Elizabeth Leveroni
  • Jacqueline E Noyes
  • Jacqueline E Leveroni

View on SEC IAPD

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