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Jared Matthew Conrad

LPl Financial LLC

Harrisburg, 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 2022-03-21
PA RA APPROVED 2021-03-01
  • TX RA
    APPROVED_RES
    Since 2022-03-21
  • PA RA
    APPROVED
    Since 2021-03-01

Branch Locations

1500 Elmerton Ave, Harrisburg, PA 17110 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Va Arng Manassas VA 03/2000 Present
Cuso Financial Services, Lp San Diego CA 04/2013 03/2021
Lpl Financial Llc Harrisburg PA 03/2021 Present
Psecu Harrisburg PA 04/2013 Present
  • 03/2000 → Present
    Va Arng
    Manassas, VA
  • 04/2013 → 03/2021
    Cuso Financial Services, Lp
    San Diego, CA
  • 03/2021 → Present
    Harrisburg, PA
  • 04/2013 → Present
    Psecu
    Harrisburg, PA
Previous Registrations
  • 2013-04-19 → 2021-03-01
    Cuso Financial Services, L.P.
    Harrisburg, PA
  • 2007-03-05 → 2012-08-29
    Duncannon, PA
    Newport, PA
    Camp Hill, PA
    Mechanicsburg, PA
    Camp Hill, PA
    Enola, PA
    Camp Hill, PA
    Dillsburg, PA
    Lancaster, PA
    Mechanicsburg, PA
    Duncannon, PA
    Newport, PA
    State College, PA
  • 2006-03-27 → 2006-12-01
    Morgan Stanley Dw Inc.
    Harrisburg, PA
Other Businesses

1)3/2021- PSECU Financial Services Available through LPL Financial LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Harrisburg, PA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-21
S63 Uniform Securities Agent State Law Examination 2006-02-28
  • S66 Uniform Combined State Law Examination
    2006-03-21
  • S63 Uniform Securities Agent State Law Examination
    2006-02-28
Other Names
  • Jared Conrad
  • Jared Matthew Conrad

View on SEC IAPD

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