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Gregory Allen Mclenithan

LPl Financial LLC

South Burlington, VT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2013-03-28
VT RA APPROVED 2009-09-08
  • TX RA
    APPROVED
    Since 2013-03-28
  • VT RA
    APPROVED
    Since 2009-09-08

Branch Locations

1233 Shelburne Rd Ste E5, South Burlington, VT 05403-7751 • 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
Lpl Financial Corporation South Burlington VT 09/2009 Present
  • 09/2009 → Present
    Lpl Financial Corporation
    South Burlington, VT
Previous Registrations
  • 2008-11-12 → 2009-09-08
    Mutual Service Corporation
    Boston, MA
    South Burlington, VT
  • 2008-10-31 → 2008-11-07
    Osaic Services, Inc.
    South Burlington, VT
  • 2002-10-01 → 2008-10-31
    American General Securities Incorporated
    South Burlington, VT
Other Businesses

1. 10/6/2011: NON-VARIABLE INSURANCE DBA - L&M FINANCIAL - THIS IS A MARKETING NAME ONLY TO CONDUCT BUSINESS FOR LPL AND OUR FIXED INSURANCE PRACTICE TO INCORPORTATE LOWREY FINANCIAL AND MCLENITHAN FINANCIAL TO ANSWER THE PHONE EASIER AS L&M FINANCIAL. - TIME SPENT 1%. 2. 5/3/2012: NON-VARIABLE INSURANCE DBA - MCLENITHAN FINANCIAL - I USE FIXED PRODUCTS TO SOLVE CLIENTS FINANCIAL NEEDS- I OPERATE AS A SOLE PROPRIETORSHIP- THIS PART OF MY BUSINESS IS ROUGHLY 20% OF MY TIME AND WILL GENERATE ROUGHLY 30 TO 40 THOUSAND IN REVENUE PER YEAR. - TIME SPENT 20%.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-21
S63 Uniform Securities Agent State Law Examination 2000-03-09
  • S65 Uniform Investment Adviser Law Examination
    2002-08-21
  • S63 Uniform Securities Agent State Law Examination
    2000-03-09
Designations

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