Best Investors Account Sign in

Donald Bruce Jaynes

LPl Financial LLC

Fort Mill, SC

Syracuse, NY

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-12
  • NY RA
    APPROVED
    Since 2021-03-12

Branch Locations

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

Syracuse, NY • 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
Cadaret, Grant & Co., Inc. Syracuse NY 03/1995 10/2020
Unemployed Syracuse NY 10/2020 03/2021
Lpl Financial Llc Syracuse NY 03/2021 Present
  • 03/1995 → 10/2020
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
  • 10/2020 → 03/2021
    Unemployed
    Syracuse, NY
  • 03/2021 → Present
    Lpl Financial Llc
    Syracuse, NY
Previous Registrations
  • 2007-12-06 → 2020-10-12
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Webster, NY
    Syracuse, NY
    New Castle, PA
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Syracuse, NY
    Leesburg, VA
    East Setauket, NY
    Temperance, MI
    Syracuse, NY
    Nazareth, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-04
S63 Uniform Securities Agent State Law Examination 1991-06-20
  • S65 Uniform Investment Adviser Law Examination
    1998-09-04
  • S63 Uniform Securities Agent State Law Examination
    1991-06-20

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

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

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor