Joseph Inskeep

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-12-15

TX RA
APPROVED

Since 2022-12-15

Branch Locations

1601 Rio Grande, Suite 348, Austin, TX 78701 • 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

Organization	City	State	From	To
Dfpg Investments, Inc.	South Jordan	UT	07/2015	08/2018
Integrated Advisors Network	Palos Verdes Estates	CA	06/2017	08/2018
Ark Financial Advisors, Llc	Austin	TX	08/2018	05/2019
Ark Financial	Austin	TX	08/2018	05/2019
Advanced Wealth Strategies	Round Rock	TX	01/2013	08/2018
Modern Woodmen Of America	Rock Island	IL	01/2021	12/2022
Mwa Financial Services Inc	Rock Ilsand	IL	03/2021	12/2022
512 Seasoning Co	Round Rock	TX	05/2019	Present
Lpl Financial Llc	Austin	TX	12/2002	Present

07/2015 → 08/2018

Dfpg Investments, Inc.

South Jordan, UT
06/2017 → 08/2018

Integrated Advisors Network

Palos Verdes Estates, CA
08/2018 → 05/2019

Ark Financial Advisors, Llc

Austin, TX
08/2018 → 05/2019

Ark Financial

Austin, TX
01/2013 → 08/2018

Advanced Wealth Strategies

Round Rock, TX
01/2021 → 12/2022

Modern Woodmen Of America

Rock Island, IL
03/2021 → 12/2022

Mwa Financial Services Inc

Rock Ilsand, IL
05/2019 → Present

512 Seasoning Co

Round Rock, TX
12/2002 → Present

Lpl Financial Llc

Austin, TX

Previous Registrations

2021-05-14 → 2022-12-19

Mwa Financial Services Inc.

Austin, TX
2018-09-14 → 2019-06-25

Ark Financial Advisors, Llc

Austin, TX
2018-04-20 → 2018-08-17

Integrated Advisors Network Llc

Round Rock, TX

Dallas, TX

Other Businesses

1. 12/16/2022 - 512 Seasoning Company - Not Investment Related - Home Based - Other-Business Owner - Start Date: 5/2019 - 12 Hours Per Month/0 Hours During Securities Trading. 2) 07/31/2025 - Apache Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/28/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 07/31/2025 - 360 Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:07/28/2025 - 160 Hrs/Mth - 8 Hrs During Trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-01-09

S63 Uniform Securities Agent State Law Examination

2023-01-09

Designations

Certified Financial Planner

Other Names

Joe Paul Inskeep
Joseph Inskeep
Joseph Paul Inskeep
Joseph Paul Inskeep

View on SEC IAPD