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Jessica Ann Keys

LPl Financial LLC

Dayton, OH

Dayton, OH

Beavercreek, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-15
  • OH RA
    APPROVED
    Since 2025-05-15

Branch Locations

3239 W Siebenthaler Ave, Dayton, OH 45406 • United States

4512 Brandt Pike, Dayton, OH 45424 • United States

3610 Pentagon Blvd., Beavercreek, OH 45431 • 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
Cuso Financial Services, Lp San Diego CA 08/2005 05/2025
Wright Patt Credit Union Centerville OH 08/2005 Present
Lpl Financial Llc Hunber Heights OH 05/2025 Present
  • 08/2005 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 08/2005 → Present
    Wright Patt Credit Union
    Centerville, OH
  • 05/2025 → Present
    Lpl Financial Llc
    Hunber Heights, OH
Previous Registrations
  • 2018-11-20 → 2025-05-15
    Cuso Financial Services, L.P.
    Centerville, OH
    Fairborn, OH
    Beavercreek, OH
    Hunber Heights, OH
    Dayton, OH
Other Businesses

1- 05/15/2025 - WPCU Retirement Solutions - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/23/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-19
  • S66 Uniform Combined State Law Examination
    2018-11-19
Other Names
  • Jessica Mccune

View on SEC IAPD

Other Firms

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IME FINANCIAL, LLC
CETERA INVESTMENT ADVISERS LLC
HARBOUR INVESTMENTS, INC.
FIDUCIARY WEALTH GROUP, LLC
WAVERLY ADVISORS, LLC

Other Investors

KARL N BORGERSEN
JEFFREY ROBERT HUBER
MICHAEL JOSEPH MARTENS
JONATHAN MICHAEL RICHARD
BEN HOWARD FELDMEYER
Austin Phillip Barnard
DAVID ROBERT HOLTZ
PHILIP VINCENT GALLAGHER

Other Offices

TRANSAMERICA FINANCIAL ADVISORS, LLC · Dayton, OH
ONESEVEN · DAYTON, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH
LPL FINANCIAL LLC · CENTERVILLE, OH
IME FINANCIAL, LLC · KETTERING, OH
CETERA INVESTMENT ADVISERS LLC · Kettering, OH
HARBOUR INVESTMENTS, INC. · KETTERING, OH
OSAIC WEALTH, INC. · CENTERVILLE, OH

More in Dayton, OH

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