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Marc Leonard Breuer

LPl Financial LLC

Sarasota, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sarasota, FL • 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
Benjamin F Edwards & Co Sarasota FL 04/2016 02/2018
Ameriprise Financial Services Inc Pensacola FL 02/2018 05/2023
Lpl Financial Llc Sarasota FL 05/2023 Present
  • 04/2016 → 02/2018
    Benjamin F Edwards & Co
    Sarasota, FL
  • 02/2018 → 05/2023
    Ameriprise Financial Services Inc
    Pensacola, FL
  • 05/2023 → Present
    Sarasota, FL
Previous Registrations
Other Businesses

1) 5/2023 - Breuer Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 04/24/2023 - 160 Hrs per month 2) 11/13/2023 - Non-Variable Insurance / Investment Related /At Reported Business Location(s) / Start date 10/11/2023 - 5 Hours Per Month/ 1 Hour During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-20
S63 Uniform Securities Agent State Law Examination 2000-02-17
  • S65 Uniform Investment Adviser Law Examination
    2007-04-20
  • S63 Uniform Securities Agent State Law Examination
    2000-02-17

View on SEC IAPD

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