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Julienne Renee Clark

LPl Financial LLC

Beavercreek, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-05-15
  • OH RA
    APPROVED
    Since 2025-05-15

Branch Locations

3610 Pentagon Blvd., Beavercreek, OH 45431 • 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
J.P. Morgan Chase Bank, N.A. Huber Heights OH 07/2017 07/2022
J.P. Morgan Securities Llc Huber Heights OH 12/2019 07/2022
Anytime Fitness Wilmington OH 02/2017 07/2017
Planet Fitness Dayton OH 10/2016 01/2017
Jpmorgan Chase Bank, N.A. Dayton OH 09/2008 09/2016
J.P. Morgan Securities Llc Dayton OH 10/2012 10/2016
Cuso Financial Services, Lp San Diego CA 07/2022 Present
Wright-Patt Credit Union Beavercreek OH 07/2022 Present
Lpl Financial Llc Beavercreek OH 05/2025 Present
  • 07/2017 → 07/2022
    J.P. Morgan Chase Bank, N.A.
    Huber Heights, OH
  • 12/2019 → 07/2022
    J.P. Morgan Securities Llc
    Huber Heights, OH
  • 02/2017 → 07/2017
    Anytime Fitness
    Wilmington, OH
  • 10/2016 → 01/2017
    Planet Fitness
    Dayton, OH
  • 09/2008 → 09/2016
    Jpmorgan Chase Bank, N.A.
    Dayton, OH
  • 10/2012 → 10/2016
    J.P. Morgan Securities Llc
    Dayton, OH
  • 07/2022 → Present
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2022 → Present
    Wright-Patt Credit Union
    Beavercreek, OH
  • 05/2025 → Present
    Beavercreek, OH
Previous Registrations
  • 2024-03-12 → 2025-05-15
    Cuso Financial Services, L.P.
    Beavercreek, OH
Other Businesses

1. NAME OF THE OTHER BUSINESS:Generations Fence & DeckNature of Business : INVESTMENT- RELATED:No Financial Institution ADDRESS OF THE OTHER BUSINESS:Englewood, OH 45322Insurance YOUR POSITION OR TITLE:Sole MemberInvestment related NATURE OF THE OTHER BUSINESS:Private BusinessPrivate Business START DATE:10/1/2019Trust APPROXIMATE NUMBER OF HOURS/MONTH:1Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Book keeping COMPENSATION :Yes 2. NAME OF THE OTHER BUSINESS:NotaryNature of Business : INVESTMENT- RELATED:No Financial Institution ADDRESS OF THE OTHER BUSINESS:Englewood, OH 45322Insurance YOUR POSITION OR TITLE:NotaryInvestment related NATURE OF THE OTHER BUSINESS:OtherPrivate Business START DATE:10/20/2020Trust APPROXIMATE NUMBER OF HOURS/MONTH:1Volunteer APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:2 Other BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Notary COMPENSATION :No

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
  • S66 Uniform Combined State Law Examination
    2024-03-11
Other Names
  • Julienne Renee Simons
  • Julienne R Taylor
  • Julienne Renee Taylor
  • Julienne Renee Clark
  • Julienne R Clark

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