Best Investors Account Sign in

Bryan Scott Shoemaker

LPl Financial LLC

Mars, PA

CRD 2210931

Claim This Profile
Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-09
TX RA APPROVED 2024-12-09
  • PA RA
    APPROVED
    Since 2024-12-09
  • TX RA
    APPROVED
    Since 2024-12-09

Branch Locations

Mars, 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
Edward Jones St Louis MO 04/2018 12/2024
Sherwin Williams (Formerly Valspar) Sewickley PA 02/2017 03/2018
Glaxosmithkline Pittsburgh PA 07/2005 03/2017
Lpl Financial Mars PA 12/2024 Present
  • 04/2018 → 12/2024
    St Louis, MO
  • 02/2017 → 03/2018
    Sherwin Williams (Formerly Valspar)
    Sewickley, PA
  • 07/2005 → 03/2017
    Glaxosmithkline
    Pittsburgh, PA
  • 12/2024 → Present
    Lpl Financial
    Mars, PA
Previous Registrations
  • 2018-06-01 → 2024-12-10
    Mars, PA
    Issaquah, WA
    Mars, PA
    St Louis, MO
    Cranberry Twp, PA
    Cranberry Township, PA
Other Businesses

1) 01/03/2025 - Ascend Capital Advisors, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/30/2024 - 160 Hrs/Mth - 160 Hrs During Trading. 2) 01/03/2025 - Shoemaker Investment Group, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Mars PA - Start Date:01/01/2010 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-31
S63 Uniform Securities Agent State Law Examination 1992-03-19
  • S66 Uniform Combined State Law Examination
    2018-05-31
  • S63 Uniform Securities Agent State Law Examination
    1992-03-19

View on SEC IAPD

More in Mars, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor