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Marguerite Jordan Berizzi

LPl Financial LLC

Apache Junction, AZ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-10
AZ RA APPROVED 2026-02-09
  • TX RA
    APPROVED_RES
    Since 2026-02-10
  • AZ RA
    APPROVED
    Since 2026-02-09

Branch Locations

185 N Apache Trail Suite 8, Apache Junction, AZ 85120 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2019 06/2021
William Sonoma San Francisco CA 10/2018 12/2018
Malibu Maggie's Petcare Malibu CA 09/2016 04/2018
Malibu Coast Animal Hospital Malibu CA 11/2009 04/2018
Extended Maternity Leave Mesa AZ 04/2018 10/2018
Edward Jones St Louis MO 06/2021 02/2026
Lpl Financial Apache Junction AZ 02/2026 Present
  • 02/2019 → 06/2021
    St Louis, MO
  • 10/2018 → 12/2018
    William Sonoma
    San Francisco, CA
  • 09/2016 → 04/2018
    Malibu Maggie's Petcare
    Malibu, CA
  • 11/2009 → 04/2018
    Malibu Coast Animal Hospital
    Malibu, CA
  • 04/2018 → 10/2018
    Extended Maternity Leave
    Mesa, AZ
  • 06/2021 → 02/2026
    St Louis, MO
  • 02/2026 → Present
    Lpl Financial
    Apache Junction, AZ
Previous Registrations
  • 2021-08-11 → 2026-02-10
    St Louis, MO
    Mesa, AZ
    Gold Canyon, AZ
    Apache Junction, AZ
Other Businesses

1. 01/2026 - Three Feather Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 180 Hour(s)/Month - 100 Hour(s) During Trading - Apache Junction,AZ,85120 - OBA Start Date: 2/9/2026.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-10
  • S66 Uniform Combined State Law Examination
    2021-08-10
Other Names
  • Marguerite Jordan Stewart
  • Marguerite Jordan Berizzi
  • Marguerite Stewart

View on SEC IAPD

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