Best Investors Account Sign in

David Paul Lojpersberger

Janney Montgomery Scott LLC

Bryn Mawr, PA

Claim This Profile
Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-09
NJ RA APPROVED 2025-12-05
PA RA APPROVED 2025-12-03
TX RA APPROVED_RES 2025-12-03
  • FL RA
    APPROVED
    Since 2025-12-09
  • NJ RA
    APPROVED
    Since 2025-12-05
  • PA RA
    APPROVED
    Since 2025-12-03
  • TX RA
    APPROVED_RES
    Since 2025-12-03

Branch Locations

40 Morris Avenue Suite 200, Bryn Mawr, PA 19010 • 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
Wells Fargo Clearing Services, Llc Philadelphia PA 11/2016 06/2023
Ubs Financial Services, Inc. Conshohocken PA 08/2023 11/2025
Janney Montgomery Scott Llc Bryn Mawr PA 12/2025 Present
Wells Fargo Advisors Llc Philadelphia PA 05/2009 11/2016
Previous Registrations
  • 2023-08-02 → 2025-12-09
    Ubs Financial Services Inc.
    Philadelphia, PA
    Conshohocken, PA
    Newtown, PA
    Northfield, NJ
  • 2003-07-01 → 2023-07-10
    Wells Fargo Clearing Services, Llc
    Philadelphia, PA
    Stuart, FL
    Yardley, PA
    Conshohocken, PA
    Radnor, PA
  • 2000-03-29 → 2003-07-01
    Prudential Equity Group, Llc
    Stuart, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-01-10
S65 Uniform Investment Adviser Law Examination 1996-06-28
  • S63 Uniform Securities Agent State Law Examination
    2000-01-10
  • S65 Uniform Investment Adviser Law Examination
    1996-06-28
Other Names
  • David P Lojpersberger

View on SEC IAPD

Other Firms

ATAIROS MANAGEMENT, L.P.
ACREWOOD HOLDINGS, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
NEWBRIDGE WEALTH MANAGEMENT
RENAISSANCE ADVISORY GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

MICHAEL THOMAS NOLAN
BRIAN ANTHONY FLEMING
NORMAN TAYLOR WILDE
REGINALD WAYMAN WILKES
COLIN TAYLOR BURGESS
Tyrone K McClain
LAURA LUCILLE FULLMER
STEVEN MATTHEW LANE

Other Offices

ATAIROS MANAGEMENT, L.P. · BRYN MAWR, PA
ACREWOOD HOLDINGS, LLC · BRYN MAWR, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
OSAIC WEALTH, INC. · BRYN MAWR, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
PNC WEALTH MANAGEMENT LLC · BRYN MAWR, PA
PNC WEALTH MANAGEMENT LLC · BRYN MAWR, PA
NEWBRIDGE WEALTH MANAGEMENT · BRYN MAWR, PA

More in Bryn Mawr, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor