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Dean Bernard Chalela

LPl Financial LLC

Langhorne, PA

Newtown, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2021-07-21
FL RA APPROVED 2021-07-21
MD RA APPROVED 2021-07-21
MN RA APPROVED 2021-07-21
NJ RA APPROVED 2021-07-21
PA RA APPROVED 2021-07-21
  • DE RA
    APPROVED
    Since 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • MD RA
    APPROVED
    Since 2021-07-21
  • MN RA
    APPROVED
    Since 2021-07-21
  • NJ RA
    APPROVED
    Since 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21

Branch Locations

402 Middletown Blvd Ste 204, Langhorne, PA 19047 • United States

Newtown, 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
Waddell & Reed, Inc. Langhorne PA 11/1998 07/2021
Various Insurance Carriers For W & R Insurance Agencies Newtown PA 02/1999 07/2021
Lpl Financial Llc Langhorne PA 07/2021 Present
  • 11/1998 → 07/2021
    Waddell & Reed, Inc.
    Langhorne, PA
  • 02/1999 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Newtown, PA
  • 07/2021 → Present
    Lpl Financial Llc
    Langhorne, PA
Previous Registrations
  • 2000-08-03 → 2021-07-21
    Waddell & Reed
    Langhorne, PA
    Charleroi, PA
    Langhorne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-06-30
S63 Uniform Securities Agent State Law Examination 1998-12-02
  • S65 Uniform Investment Adviser Law Examination
    2000-06-30
  • S63 Uniform Securities Agent State Law Examination
    1998-12-02
Other Names
  • Dan Chalela

View on SEC IAPD

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JENNIFER BRADY
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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Langhorne, PA
LPL FINANCIAL LLC · BENSALEM, PA
TD PRIVATE CLIENT WEALTH LLC · BENSALEM, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Bensalem, PA
WELLS FARGO CLEARING SERVICES, LLC · BENSALEM, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Philadelphia, PA
PNC WEALTH MANAGEMENT LLC · PHILADELPHIA, PA
PNC WEALTH MANAGEMENT LLC · BENSALEM, PA

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