Best Investors Account Sign in

Kelly Lynn Chidester

LPl Financial LLC

Fort Mill, SC

Santa Rosa, CA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-06-12
CA RA APPROVED 2025-06-05
TX RA APPROVED_RES 2025-06-05
  • SC RA
    APPROVED
    Since 2025-06-12
  • CA RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED_RES
    Since 2025-06-05

Branch Locations

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

Santa Rosa, CA • 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
Wedbush Securities Inc. Santa Rosa CA 09/2020 06/2025
Robert Shiperly Santa Rosa CA 09/2003 09/2020
Lplfinancial Llc Santa Rosa CA 06/2025 Present
  • 09/2020 → 06/2025
    Wedbush Securities Inc.
    Santa Rosa, CA
  • 09/2003 → 09/2020
    Robert Shiperly
    Santa Rosa, CA
  • 06/2025 → Present
    Lplfinancial Llc
    Santa Rosa, CA
Previous Registrations
  • 2021-08-31 → 2025-06-05
    Wedbush Securities Inc.
    Pasadena, CA
    Los Angeles, CA
    Los Angeles, CA
    Santa Rosa, CA
    Sacramento, CA
    Newport Beach, CA
Other Businesses

1) 05/30/25- CHIDESTERS AWARDS AND LASER ENGRAVING - BUSINESS OWNER - NON- INV. RELATED - SANTA ROSA, CA - START DATE 2010 - 2 HRS PER MTH/ 0 DURING TRADING .

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-24
S63 Uniform Securities Agent State Law Examination 2021-06-11
  • S66 Uniform Combined State Law Examination
    2021-08-24
  • S63 Uniform Securities Agent State Law Examination
    2021-06-11
Other Names
  • Kelly Larsen
  • Kelly Lynn Larsen

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
BELLEAIR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor