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Phillip Austin Gebhardt

LPl Financial LLC

Dover, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-12
TX RA APPROVED_RES 2025-03-10
  • OH RA
    APPROVED
    Since 2025-03-12
  • TX RA
    APPROVED_RES
    Since 2025-03-10

Branch Locations

899 E. Iron Ave, Dover, OH 44622 • 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
Lpl Financial Llc Sugarcreek OH 12/2002 12/2016
Gebhardt Financial, Ltd Dover OH 12/2002 Present
Mid Atlantic Capital Corporation Dover OH 01/2017 03/2025
Mid Atlantic Financial Management, Inc. Pittsburgh PA 01/2017 03/2025
Newedge Advisors, Llc. New Orleans LA 11/2021 03/2025
Lpl Financial Llc Dover OH 03/2025 Present
  • 12/2002 → 12/2016
    Sugarcreek, OH
  • 12/2002 → Present
    Gebhardt Financial, Ltd
    Dover, OH
  • 01/2017 → 03/2025
    Mid Atlantic Capital Corporation
    Dover, OH
  • 01/2017 → 03/2025
    Mid Atlantic Financial Management, Inc.
    Pittsburgh, PA
  • 11/2021 → 03/2025
    Newedge Advisors, Llc.
    New Orleans, LA
  • 03/2025 → Present
    Dover, OH
Previous Registrations
  • 2021-11-01 → 2025-03-11
    New Orleans, LA
    Dover, OH
  • 2017-01-03 → 2021-11-01
    Mid Atlantic Financial Management, Inc.
    Sugarcreek, OH
    Pittsburgh, PA
    Dover, OH
  • 2003-01-02 → 2016-12-31
    Sugarcreek, OH
Other Businesses

1-02/2025 / Gebhardt Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNHT / 8 HRS DURING TRADING / START 01/01/2017 2- 02/2025 / Gebhardt Financial, LTD / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 120 HRS MNTH / 6 HRS DURING TRADING / START 01/01/2000 3- 02/2025 / Fixed Insurance / Insurance Agent / Non-Variable Insurance / INV RLTD / 10 HRS MNTH / 1 HRS DURING TRADING / START 10/01/1993 4- 02/2025 / Yellowbrick on 39 / Real Estate Rental / INV RLTD / 20 HRS MNTH / START 10/09/2020 5- 02/2025 / Gebhardt Holdings LTD / Real Estate Rental / INV RLTD / 1 HRS MNTH / START 06/01/2002

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-15
S63 Uniform Securities Agent State Law Examination 1996-04-26
  • S65 Uniform Investment Adviser Law Examination
    2018-10-15
  • S63 Uniform Securities Agent State Law Examination
    1996-04-26
Other Names
  • Philip Austin Gebhardt
  • Phil Gebhardt

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