Jeffrey Lawrence Hedberg

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-10-17
CT	RA	APPROVED	2023-04-28
FL	RA	APPROVED	2023-04-28

TX RA
APPROVED_RES

Since 2023-10-17
CT RA
APPROVED

Since 2023-04-28
FL RA
APPROVED

Since 2023-04-28

Branch Locations

Ft. Myers, FL • United States

944 Main St Unit 1, Newington, CT 06111 • 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 Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	West Hartford	CT	11/2011	09/2019
Morgan Stanley Private Bank, N.A.	New York	NY	01/2015	09/2019
Morgan Stanley	Ft. Myers	FL	07/2017	09/2019
Sagepoint Financial, Inc.	Newington	CT	09/2019	Present
Lpl Financial Llc	Newington	CT	04/2023	Present

11/2011 → 09/2019

Morgan Stanley

West Hartford, CT
01/2015 → 09/2019

Morgan Stanley Private Bank, N.A.

New York, NY
07/2017 → 09/2019

Morgan Stanley

Ft. Myers, FL
09/2019 → Present

Sagepoint Financial, Inc.

Newington, CT
04/2023 → Present

Lpl Financial Llc

Newington, CT

Previous Registrations

2019-09-10 → 2023-05-03

Osaic Services, Inc.

Fort Myers, FL

Fort Myers, FL

Newington, CT

Bedford, NH

Newington, CT
2011-11-28 → 2019-09-16

Morgan Stanley

West Hartford, CT

West Hartford, CT

Fort Myers, FL

West Hartford, CT
2006-05-04 → 2011-11-30

Osaic Wealth, Inc.

Newington, CT

New York, NY

East Hartford, CT
2004-03-23 → 2006-04-28

National Planning Corporation

Newington, CT

Waterbury, CT
2000-03-07 → 2004-03-22

Voya Financial Advisors, Inc.

Newington, CT

Other Businesses

1)04/2023 - Hedberg Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 09/2019 - 8 Hr/Mth 2)04/2023 - Newington Financial, LLC - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 0- Start: 11/2004 - 1 Hr/Mth 3)04/2023 - Dolphins 72 LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Ft Myers, FL - Start: 11/2021 - 160 Hr/Mth 4)04/2023 - ZJN Financial, LLC - Real Estate Rental - Business entity for real estate rental revenue - Non-Inv Rel - Ft Myers, FL - Start: 12/2022 - 1 Hr/Mth 5)04/2023 - Cape Harbour Capital, LLC - Real Estate Rental - Business entity for real estate rental revenue - Non-Inv Rel - Newington, CT - Start: 10/2010 - 1 Hr/Mth 6)04/2023 - Newington Development Associates - Real Estate Rental - Business entity for real estate rental revenue - Non-Inf Rel - Newington, CT - Start: 09/2004 - 2 Hr/Mth 7) 04/08/2025 - Jeffrey Hedberg "None" - Not Investment Related - Other - Trust & Will - At Reported Business Location(s) - Start Date: 04/01/2025 - 3 Hrs/Mth - 1 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1996-12-03
S63	Uniform Securities Agent State Law Examination	1993-07-29

S65 Uniform Investment Adviser Law Examination

1996-12-03
S63 Uniform Securities Agent State Law Examination

1993-07-29

View on SEC IAPD