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Michaela Kowatch

LPl Financial LLC

Wilmington, DE

West Chester, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-05-19
PA RA APPROVED 2025-05-14
  • DE RA
    APPROVED
    Since 2025-05-19
  • PA RA
    APPROVED
    Since 2025-05-14

Branch Locations

5818 Kennett Pike, Wilmington, DE 19807 • United States

West Chester, PA • 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
Wells Fargo Advisors Financial Network, Lcc Wilmington DE 11/2018 08/2020
Riv Athletics Wilmington DE 09/2018 03/2019
Unfinished Athletics Pottstown PA 02/2017 11/2018
Orangetheory Collegeville PA 10/2017 08/2018
La Fitness Pottstown PA 03/2016 02/2018
College Philadelphia PA 08/2013 05/2018
Raymond James & Associates, Inc. Philadelphia PA 10/2020 02/2022
Morgan Stanley Smith Barney Llc West Conshohocken PA 02/2022 04/2025
Lpl Financial Wilmington DE 05/2025 Present
  • 11/2018 → 08/2020
    Wells Fargo Advisors Financial Network, Lcc
    Wilmington, DE
  • 09/2018 → 03/2019
    Riv Athletics
    Wilmington, DE
  • 02/2017 → 11/2018
    Unfinished Athletics
    Pottstown, PA
  • 10/2017 → 08/2018
    Orangetheory
    Collegeville, PA
  • 03/2016 → 02/2018
    La Fitness
    Pottstown, PA
  • 08/2013 → 05/2018
    College
    Philadelphia, PA
  • 10/2020 → 02/2022
    Raymond James & Associates, Inc.
    Philadelphia, PA
  • 02/2022 → 04/2025
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
  • 05/2025 → Present
    Lpl Financial
    Wilmington, DE
Previous Registrations
Other Businesses

1. 05/07/2025- Financial House- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-21
  • S66 Uniform Combined State Law Examination
    2020-06-21
Other Names
  • Michaela Kowatch
  • Michaela Lin Kowatch

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES & ASSOCIATES, INC.

Other Investors

LORI ANN RUTKOWSKI
ROBERT GEORGE ZIEGLER
GERARD PHILLIPPE VIARS
STEPHEN CRAIG MCDERMOTT
BRENT CHRISTOPHER FUCHS
Michelle Keiko Mullinix
ABBY LEIGH PUBUSKY
Sophie Schroyer

Other Offices

OSAIC WEALTH, INC. · WILMINGTON, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Wilmington, DE
KINGSVIEW WEALTH MANAGEMENT, LLC · Wilmington, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Wilmington, DE
WELLS FARGO CLEARING SERVICES, LLC · WILMINGTON, DE
PNC WEALTH MANAGEMENT LLC · WILMINGTON, DE
EDWARD JONES · WILMINGTON, DE

More in Wilmington, DE

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