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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-05
  • PA RA
    APPROVED
    Since 2024-08-05

Branch Locations

2000 Corporate Dr #350, Wexford, PA 15090 • 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
Bcr Financial Services, Llc Wexford PA 02/2009 04/2021
Lincoln Financial Securities Wexford PA 04/2021 08/2024
Lpl Financial Wexford PA 08/2024 Present
  • 02/2009 → 04/2021
    Bcr Financial Services, Llc
    Wexford, PA
  • 04/2021 → 08/2024
    Lincoln Financial Securities
    Wexford, PA
  • 08/2024 → Present
    Lpl Financial
    Wexford, PA
Previous Registrations
  • 2022-04-19 → 2024-08-08
    Osaic Fs, Inc.
    Wexford, PA
Other Businesses

1- 06/2024 / Notary / Inv Related / 1 hrs mnths / 5hrs during trading / start 1/4/2021 2- 06/2024 / BCR Financial Services, LLC / DBA for LPL Business (entity for LPL business) / Inv Related / 160 hrs mnth / 8 hrs during trading / start 02/09/2009

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-15
  • S66 Uniform Combined State Law Examination
    2022-04-15
Other Names
  • Kelli Marie Kapetanovich
  • Kelli M Kapetanovich

View on SEC IAPD

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