Jacob Eddy

LPl Financial LLC

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Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-15
SC	RA	APPROVED	2026-04-15

NC RA
APPROVED

Since 2026-04-15
SC RA
APPROVED

Since 2026-04-15

Branch Locations

Charlotte, NC • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Lpl Financial	Charlotte	NC	06/2014	08/2024
Private Client Services	Charlotte	NC	08/2024	08/2025
Unemployed	Charlotte	NC	08/2025	04/2026
Lpl Financial Llc	Fort Mill	SC	04/2026	Present

06/2014 → 08/2024

Lpl Financial

Charlotte, NC
08/2024 → 08/2025

Private Client Services

Charlotte, NC
08/2025 → 04/2026

Unemployed

Charlotte, NC
04/2026 → Present

Lpl Financial Llc

Fort Mill, SC

Previous Registrations

2024-09-27 → 2025-08-26

Private Client Services, Llc

Charlotte, NC

Louisville, KY
2014-06-18 → 2024-08-12

Lpl Financial Llc

Fort Mill, SC

Charlotte, NC
2013-02-20 → 2014-06-16

Alight Financial Advisors, Llc

Charlotte, NC
2010-03-25 → 2011-05-24

Alight Financial Solutions, Llc

Charlotte, NC

Lincolnshire, IL
2007-03-22 → 2010-03-05

Wells Fargo Clearing Services, Llc

Charlotte, NC

Charlotte, NC
2006-07-17 → 2007-01-19

Ameriprise Financial Services, Llc

Annapolis, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-14

S66 Uniform Combined State Law Examination

2006-07-14

Other Names

Jacob Howard Eddy

View on SEC IAPD

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