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Matthew Scott Bagell

LPl Financial LLC

Ardmore, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-24
PA RA APPROVED 2020-09-15
  • TX RA
    APPROVED_RES
    Since 2021-09-24
  • PA RA
    APPROVED
    Since 2020-09-15

Branch Locations

40 E Montgomery Ave. 4Th Flr, Ste 417, Ardmore, PA 19003 • 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
Bjl Wealth Management, Llc Marlton NJ 09/2008 Present
Kestra Financial Services, Inc. Austin TX 04/2016 08/2020
Bridge Wealth Advisors, Llc Mount Laurel NJ 03/2016 10/2017
Lpl Financial Llc Ardmore PA 09/2020 Present
  • 09/2008 → Present
    Bjl Wealth Management, Llc
    Marlton, NJ
  • 04/2016 → 08/2020
    Kestra Financial Services, Inc.
    Austin, TX
  • 03/2016 → 10/2017
    Bridge Wealth Advisors, Llc
    Mount Laurel, NJ
  • 09/2020 → Present
    Ardmore, PA
Previous Registrations
  • 2016-04-26 → 2020-09-17
    Marlton, NJ
  • 2017-06-05 → 2017-11-16
    Bridge Wealth Advisors
    Mount Laurel, NJ
  • 2016-03-07 → 2016-09-22
    Kestra Investment Services, Llc
    Marlton, NJ
    Mt. Laurel, NJ
  • 2013-09-23 → 2016-03-31
    Marlton, NJ
    Marlton, NJ
  • 2008-12-09 → 2013-09-24
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Marlton, NJ
Other Businesses

1. 9/15/2020 - Bridge Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2016 - 32 Hours Per Month/2 Hours During Securities Trading - Time Spent 20%. 2. 9/15/2020 - Bash Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/2020 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 9/15/2020 - BJL Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/01/2004 - 14 Hours Per Month/1 Hours During Securities Trading - Time Spent 10%. 4. 1/21/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/11/2008 - 5 Hours Per Month During Securities Trading. 5. 2/1/2022 - York 801 LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 02/07/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 6. 04/07/2022 - ABC LLC - Not Investment Related - Home Based - Other - Business Owner -Limited Partner - Start Date - 04/01/2022- 5 Hours Per Month/0 Hours During Securities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-25
  • S66 Uniform Combined State Law Examination
    2008-11-25

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