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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-07
TX RA APPROVED_RES 2024-08-05
  • PA RA
    APPROVED
    Since 2024-08-07
  • TX RA
    APPROVED_RES
    Since 2024-08-05

Branch Locations

2000 Corporate Dr #350, Wexford, PA 15090 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

2000 Corporate Dr #350, Wexford, PA 15090 • United States

Bcr Financial Services, Llc

2000 Corporate Dr. Ste 350, Wexford, PA 15090 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-05-10
OH RA APPROVED 2001-05-18
WV RA APPROVED 2001-05-14
PA RA APPROVED 1998-12-07
  • FL RA
    APPROVED
    Since 2017-05-10
  • OH RA
    APPROVED
    Since 2001-05-18
  • WV RA
    APPROVED
    Since 2001-05-14
  • PA RA
    APPROVED
    Since 1998-12-07

Branch Locations

2000 Corporate Dr., Ste 350, Wexford, PA 15090 • 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
Lincoln Financial Securities Corporation Wexford PA 07/2008 08/2024
Lpl Financial Wexford PA 08/2024 Present
  • 07/2008 → 08/2024
    Lincoln Financial Securities Corporation
    Wexford, PA
  • 08/2024 → Present
    Lpl Financial
    Wexford, PA
Previous Registrations
  • 2018-01-24 → 2024-08-09
    Osaic Fs, Inc.
    Moon Township, PA
    Wexford, PA
    Wexford, PA
Other Businesses

1- 06/2024 / Mark Rychel / Non-Variable Insurance / Inv Related / at loc / 1 hrs mnth / 1 hrs during trading / start 01/01/1995 2- 06/2024 / BCR FINANCIAL SERVICES, LLC / DBA for LPL Business (entity for LPL business) / Inv Related / at loc / start 04/01/2010 3- 06/2024 / MJR WEALTH STEWARDSHIP, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Related / 1 hrs mnth / 1 hrs during trading / start 01/01/2018 4- 06/2024 / MARK RYCHEL (Lease Boat Slip) / Real Estate Rental / Inv Related / start 03/01/2021 5) 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:06/01/1998 - 16 Hrs/Mth - 4 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 06/1998. I expect to spend approximately 16 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-11-22
S63 Uniform Securities Agent State Law Examination 1993-01-08
  • S65 Uniform Investment Adviser Law Examination
    1995-11-22
  • S63 Uniform Securities Agent State Law Examination
    1993-01-08
Designations

View on SEC IAPD

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