Jonathan Sycamore

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-12

TX RA
APPROVED

Since 2024-06-12

Branch Locations

Houston, TX • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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 Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sycamore Wealth Planning	Salt Lake City	UT	06/2016	12/2019
Proform Trading	Lindon	UT	01/2020	07/2022
Strategic Wealth Designers	Louisville	KY	07/2022	12/2022
Lpl Financial Llc	San Diego	CA	06/2023	Present
N/A	Houston	TX	12/2022	06/2023

06/2016 → 12/2019

Sycamore Wealth Planning

Salt Lake City, UT
01/2020 → 07/2022

Proform Trading

Lindon, UT
07/2022 → 12/2022

Strategic Wealth Designers

Louisville, KY
06/2023 → Present

Lpl Financial Llc

San Diego, CA
12/2022 → 06/2023

N/A

Houston, TX

Previous Registrations

2022-08-26 → 2023-01-06

Strategic Wealth Investment Group, Llc

Louisville, KY

Houston, TX
2016-09-02 → 2019-02-18

Sycamore Wealth Planning

Salt Lake City, UT
2014-06-25 → 2016-01-19

Cetera Wealth Services, Llc

Seal Beach, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-06-16
S63	Uniform Securities Agent State Law Examination	2008-10-23

S65 Uniform Investment Adviser Law Examination

2014-06-16
S63 Uniform Securities Agent State Law Examination

2008-10-23

Designations

Other Names

Jonathan Charles Sycamore

View on SEC IAPD