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Jeffrey Scott Markewich

LPl Financial LLC

Colorado Springs, CO

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-03-30
  • CO RA
    APPROVED
    Since 2018-03-30

Branch Locations

6385 Corporate Dr, Ste 205, Colorado Springs, CO 80919-5912 • 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
United Capital Financial Advisers, Llc Newport Beach CA 09/2014 03/2018
Girard Securities Colorado Springs CO 09/2014 11/2017
Cetera Advisor Networks Llc El Segundo CA 11/2017 03/2018
Lpl Financial, Llc Colorado Springs CO 03/2018 Present
  • 09/2014 → 03/2018
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 09/2014 → 11/2017
    Girard Securities
    Colorado Springs, CO
  • 11/2017 → 03/2018
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2018 → Present
    Colorado Springs, CO
Previous Registrations
  • 2014-09-26 → 2018-04-02
    Colorado Springs, CO
  • 2012-05-11 → 2014-10-14
    Mclean, VA
  • 2009-05-20 → 2012-05-02
    Intervest International, Inc.
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
  • 2009-01-26 → 2009-04-28
    National Planning Corporation
    Colorado Springs, CO
    Las Vegas, NV
Other Businesses

1. 3/29/2018 - Clear Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2018 - 140 Hours Per Month/7 Hours During Securities Trading - Time Spent 80%. 2. 7/9/2020 - Asbury Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/7/2020 - 15 Hours Per Month During Securities Trading. 3. 11/10/2020 - Clear Start Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/2/2020 - 5 Hour Per Month/5 Hours During Securities Trading. 4. 12/2/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/02/2020 - 5 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-13
S63 Uniform Securities Agent State Law Examination 1996-09-09
  • S66 Uniform Combined State Law Examination
    2009-01-13
  • S63 Uniform Securities Agent State Law Examination
    1996-09-09

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