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Jeffrey Robert Mishol

LPl Financial LLC

Danvers, MA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-05-11
  • MA RA
    APPROVED
    Since 2021-05-11

Branch Locations

150A Andover St, Suite 8, Danvers, MA 01923 • 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
Voya Financial Advisors Danvers MA 11/2015 04/2021
Lpl Financial Llc Danvers MA 04/2021 Present
  • 11/2015 → 04/2021
    Voya Financial Advisors
    Danvers, MA
  • 04/2021 → Present
    Danvers, MA
Previous Registrations
  • 2016-01-11 → 2021-05-03
    Danvers, MA
  • 2009-02-05 → 2015-11-13
    Investors Capital Corp.
    Lynnfield, MA
    Danvers, MA
    Lynnfield, MA
  • 2008-04-24 → 2009-01-30
    Banc Of America Investment Services, Inc.
    Burlington, MA
  • 2006-08-17 → 2008-04-17
    Securities America Advisors, Inc.
    Quincy, MA
Other Businesses

1) 7/2019 - Real Estate Rental - Investment Related - 2% - 270 Switchback Way, Jackson, NH 03846 2) 4/2000 - Non-Variable Insurance - J Mishol Financial Services - Investment Related - 2% - Danvers, MA 01923 3) 1/2009 - DBA for LPL Business (entity for LPL business) - J Mishol Financial Services - 2% - Danvers, MA 01923 4) 10/31/2022 - Turo - Not Investment Related - Home Based - Other-Business Owner - Start Date: 10/01/2022 - 8 Hours Per Month/0 Hours During Securities Trading - Ride sharing, extra vehicle is rented out via App. 5) 01/11/2023 - Bellwether Benefits - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 11/01/2022 - 16 Hours Per Month/1 Hour During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-23
  • S66 Uniform Combined State Law Examination
    2002-01-23

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