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Lisa Marie Wagerer

LPl Financial LLC

Johnstown, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-11
TX RA APPROVED 2025-11-11
  • PA RA
    APPROVED
    Since 2025-11-11
  • TX RA
    APPROVED
    Since 2025-11-11

Branch Locations

618 Lamberd Avenue, Johnstown, PA 15904 • 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
Edward Jones St Louis MO 04/2010 11/2025
Lpl Financial Johnstown PA 11/2025 Present
  • 04/2010 → 11/2025
    St Louis, MO
  • 11/2025 → Present
    Lpl Financial
    Johnstown, PA
Previous Registrations
  • 2010-06-07 → 2025-11-13
    Johnstown, PA
    Johnstown, PA
    St Louis, MO
    Johnstown, PA
Other Businesses

1-10/2025 / Crossroad Financial Strategies / DBA for LPL Business (entity for LPL business) / INVSTMNT RLTD / 160 HRS MNTH / 8 HRS DRING TRDNG / AT RPRT LOC / START 11/4/25 2- 10/2025 / Petrick Automotive Repair 2.0, LLC / Outside/W-2 Employment / NON INV RLTD / 8 HRS MNTH / START 09/01/2018

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-04
  • S66 Uniform Combined State Law Examination
    2010-06-04
Other Names
  • Lisa Marie Torok
  • Lisa Petrick
  • Lisa Marie Petrick

View on SEC IAPD

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