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Richard Charles Irr

LPl Financial LLC

Moon Twp, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-30
PA RA APPROVED 2023-11-30
  • FL RA
    APPROVED
    Since 2023-11-30
  • PA RA
    APPROVED
    Since 2023-11-30

Branch Locations

949 Beaver Grade Rd, Moon Twp, PA 15108 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cantella & Co., Inc. Moontownship PA 06/1996 11/2017
Raymond James Financial Services, Inc. Moon Township PA 11/2017 03/2022
Raymond James Financial Services Advisors Inc. Moon Township PA 11/2017 03/2022
Cantella & Co Inc. Malden MA 03/2022 06/2023
Cambridge Investment Research Advisors, Inc. Fairfield IA 12/2022 11/2023
Cambridge Investment Research, Inc. Fairfield IA 12/2022 11/2023
Cantella & Co., Inc. Malden MA 03/2022 12/2022
Lpl Financial Llc Moon Twp PA 11/2023 Present
Previous Registrations
  • 2022-12-14 → 2023-12-08
    Moon Twp., PA
  • 2022-03-24 → 2023-06-01
    Cantella & Co., Inc.
    Moon Township, PA
    Moon Township, PA
    Malden, MA
    Malden, MA
  • 2017-11-27 → 2022-04-04
    Moon Township, PA
  • 2005-08-31 → 2017-12-08
    Cantella & Co., Inc.
    Moon Twp., PA
    Malden, MA
  • 2005-06-22 → 2011-12-09
    J Cubed Financial, Inc.
    Moon Twp, PA
  • 2001-10-10 → 2005-09-13
    Kremer & Associates, Inc.
    Wexford, PA
Other Businesses

1) 11/22/2023 - Richard Irr - Non-Variable Insurance Trails only - term insurance policies - Investment related - 1 Hour per month - Start date: 11/30/2023. 2) 11/22/2023 - Richard Irr & Heidi Fortwangler-lrr - Real Estate Rental - Owner - Moon Township PA - Investment related - 4 Hours per month - Start date: 11/30/2023. 3) 05/15/2024 - Real Estate Rental - Investment Related - Oakdale, PA - Start Date 06/15/2024 - 1 Hour Per Month/ 0 Hours During Trading 4) 07/10/2026 - J Cubed Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/31/2026 - 160 hours per month/ 130 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-01-27
S63 Uniform Securities Agent State Law Examination 1994-12-23
  • S65 Uniform Investment Adviser Law Examination
    1995-01-27
  • S63 Uniform Securities Agent State Law Examination
    1994-12-23
Other Names
  • Richard Charles Irr

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