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Bethany Brie Colflesh

LPl Financial LLC

Fort Mill, SC

Doylestown, 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 2015-01-15
TX RA APPROVED 2015-01-15
  • PA RA
    APPROVED
    Since 2015-01-15
  • TX RA
    APPROVED
    Since 2015-01-15

Branch Locations

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

Doylestown, 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
Lpl Financial Llc Charlotte NC 01/2015 Present
Previous Registrations
Other Businesses

1. 09/29/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name ALENA Wealth- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/ 40 Hours During Trading- Start Date 04/11/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-07
  • S66 Uniform Combined State Law Examination
    2007-12-07
Other Names
  • Beth Colflesh
  • Bethany Cierniak

View on SEC IAPD

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Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

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