G Adam Weingartner

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
OH	RA	APPROVED	2021-08-30
TX	RA	APPROVED	2021-08-30

OH RA
APPROVED

Since 2021-08-30
TX RA
APPROVED

Since 2021-08-30

Branch Locations

Columbus, OH • United States

162 Wetherby Lane, Westerville, OH 43081 • 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
Lincoln Financial Advisors	Columbus	OH	06/2006	08/2021
Lpl Financial, Llc	Columbus	OH	08/2021	Present

06/2006 → 08/2021

Lincoln Financial Advisors

Columbus, OH
08/2021 → Present

Lpl Financial, Llc

Columbus, OH

Previous Registrations

2007-11-19 → 2021-09-01

Osaic Fa, Inc.

Columbus, OH

Other Businesses

1. 8/30/2021 - BLUESTONE WEALTH PARTNERS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 4.15.2021 - 3 Hours Per Month - Time Spent 100%. 2. 11/3/2021 - Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 09/30/2021 - 3 Hours Per Month During Securities Trading 3. 06/08/2023 - Bluestone Real Estate Holdings, LLC - Investment Related - Westerville, OH - Real Estate Rental - Owner/ Operator - Start Date 06/15/2023 - 2 Hours Per Month/ 0 Hours During Securities Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2008-04-14

S63 Uniform Securities Agent State Law Examination

2008-04-14

Designations

Chartered Financial Analyst

Other Names

George A Weingartner
George A Weingartner

View on SEC IAPD