Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-01
VA RA APPROVED 2026-05-01
  • PA RA
    APPROVED
    Since 2026-05-01
  • VA RA
    APPROVED
    Since 2026-05-01

Branch Locations

Crozet, VA • United States

Jermyn, PA • United States

Jermyn, 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
Financial Growth Partners Charlottesville VA 08/2025 04/2026
Idm Trucking Weyers Cave VA 07/2024 08/2025
Unemployed Crozet VA 02/2024 07/2024
Blue Ridge Beverage Waynesboro VA 11/2023 02/2024
Wel Companies De Pere WI 11/2022 11/2023
Continetal Express Fishersville VA 07/2022 11/2022
Kane Logistics Scranton PA 09/2021 07/2022
Unemployed Dickson City PA 04/2021 09/2021
Tobyhanna Army Depot Tobyhanna PA 10/2018 04/2021
Mclane Company Jessup PA 09/2013 10/2018
Park Avenue Securities Charlottesville VA 01/2026 04/2026
Lpl Financial Crozet VA 05/2026 Present
  • 08/2025 → 04/2026
    Financial Growth Partners
    Charlottesville, VA
  • 07/2024 → 08/2025
    Idm Trucking
    Weyers Cave, VA
  • 02/2024 → 07/2024
    Unemployed
    Crozet, VA
  • 11/2023 → 02/2024
    Blue Ridge Beverage
    Waynesboro, VA
  • 11/2022 → 11/2023
    Wel Companies
    De Pere, WI
  • 07/2022 → 11/2022
    Continetal Express
    Fishersville, VA
  • 09/2021 → 07/2022
    Kane Logistics
    Scranton, PA
  • 04/2021 → 09/2021
    Unemployed
    Dickson City, PA
  • 10/2018 → 04/2021
    Tobyhanna Army Depot
    Tobyhanna, PA
  • 09/2013 → 10/2018
    Mclane Company
    Jessup, PA
  • 01/2026 → 04/2026
    Park Avenue Securities
    Charlottesville, VA
  • 05/2026 → Present
    Lpl Financial
    Crozet, VA
Previous Registrations
Other Businesses

1. 4/2026 - MTN Transport LLC - Business Owner - Not INV REL - 0 Hour(s)/Month - 0 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 11/15/2023 2. 4/2026 - Strategic Planning Associates llc - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/1/2026 3. 4/2026 - Tyler Matechak - Non-Variable Insurance - INV REL - 20 Hour(s)/Month - 20 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 05/01/2026 4. 4/2026 - Tyler Matechak - Real Estate Rental - INV REL - 5 Hour(s)/Month - 5 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 06/01/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2025-01-25
  • S66 Uniform Combined State Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2025-01-25

View on SEC IAPD

More in Crozet, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor