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Robert Jason Lankin

LPl Financial LLC

Blue Bell, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-17
  • PA RA
    APPROVED
    Since 2026-03-17

Branch Locations

721 Arbor Way Ste 180A, Blue Bell, PA 19422 • 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Doylestown PA 01/2019 03/2020
Sentry Insurance Harleysville PA 03/2009 01/2019
Morgan Stanley Smith Barney Llc Doylestown PA 03/2020 12/2025
Lpl Financial Llc Blue Bell PA 03/2026 Present
Previous Registrations
Other Businesses

1. 03/2026 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 03/11/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-29
  • S66 Uniform Combined State Law Examination
    2019-03-29
Other Names
  • Rob Lankin

View on SEC IAPD

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