Best Investors Account Sign in

Edward Charles Bamberg

LPl Financial LLC

Vero Beach, FL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-28
FL RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 2025-10-28
  • FL RA
    APPROVED
    Since 2024-11-19

Branch Locations

621 17Th Street, Vero Beach, FL 32960 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Vero Beach FL 02/2013 05/2019
Bank Of America, N.A. Vero Beach FL 04/2013 05/2019
Cambridge Investment Research, Inc. Fairfield IA 06/2019 11/2024
Cambridge Investment Research Advisors, Inc. Fairfield IA 06/2019 11/2024
Lpl Financial Llc Vero Beach FL 11/2024 Present
Previous Registrations
Other Businesses

1) 10/2024 - Integrity Retirement Advisors LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 2) 10/2024 - Integrity Advisors LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 3) 10/2024 - Edward Bamberg / Non-Variable Insurance Trails Only / Inv. Related / Vero Beach FL 32968 / Start date 01/02/1996 4) 06/02/2025 - Blackheath Partners - Inv. Related - Non-Variable Insurance - At reported business location(s) - Start Date:05/30/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 5) 01/02/2026 - Edward Bamberg - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/01/1996 - 0 hours per month/ during trading 6) 01/02/2026 - Bamberg Management, LLC - Business Entity For Tax/Investment Purposes Only - Not investment Related - At Reported Business Location(s) - Start Date 11/24/2025 - 4 hours per month/ 0 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-25
S63 Uniform Securities Agent State Law Examination 1996-02-13
  • S65 Uniform Investment Adviser Law Examination
    1999-05-25
  • S63 Uniform Securities Agent State Law Examination
    1996-02-13
Designations
Other Names
  • Ed Bamberg
  • Eddie Bamberg
  • Ed Bamberg

View on SEC IAPD

Other Firms

MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
CORRY CAPITAL ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
MORANGIE MANAGEMENT LLC
STRATEGIC ADVISERS LLC
SPIREPOINT PRIVATE CLIENT, LLC
DOWLING CAPITAL PARTNERS

Other Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
WILLIAM GARDNER JOHNSON
JAMES CLAUDE BRITT
RICHARD GARRITY
CHRISTY JOAN NORTHFIELD
LINDSAY MARGARET YENCHO
Hanson H Peirce

Other Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
CORRY CAPITAL ADVISORS, LLC · VERO BEACH, FL
CHARLES SCHWAB & CO., INC. · Vero Beach, FL
MORANGIE MANAGEMENT LLC · VERO BEACH, FL
STRATEGIC ADVISERS LLC · VERO BEACH, FL
SPIREPOINT PRIVATE CLIENT, LLC · VERO BEACH, FL

More in Vero Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor