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Gretchen Ann Meyer-Thornton

LPl Financial LLC

Latham, NY

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-06
NY RA APPROVED 2021-08-03
  • TX RA
    APPROVED
    Since 2023-09-06
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

3 Lear Jet Ln Stes 200N & 201N, Latham, NY 12110 • 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
Invest Financial Corporation Latham NY 07/2014 02/2018
Lpl Financial Llc Latham NY 02/2018 Present
  • 07/2014 → 02/2018
    Invest Financial Corporation
    Latham, NY
  • 02/2018 → Present
    Latham, NY
Previous Registrations
  • 2014-08-01 → 2018-02-16
    Invest Financial Corporation
    Latham, NY
    Appleton, WI
  • 2014-01-30 → 2014-07-08
    Malta, NY
Other Businesses

1. 02/14/2018 - EMPIRE FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/1/2014 - 60 Hours Per Month/40 During Securities Trading. 2. 02/14/2018 - ENTREPRENEUR ORGANIZATION - Investment Related - At Reported Business Location(s) - Other - MEMBER. 3. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Start Date 1/1/2015 - 20 Hours Per Month/20 During Securities Trading - Time Spent 10%. 4. 11/15/2021 - Advisors Insurance Brokers (AIB) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 11/05/2021 - 4 Hours Per Month/0 Hours During Securities Trading. 5. 07/02/2024 - Pachira Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/26/2024 - 160 Hours per Month/ 7 Hours During Trading 6) 01/16/2025 - Meyer Thornton Vacation Property, LLC - Investment Related - Real Estate Rental - Virgin Islands, - Start Date:09/24/2024 - 30 Hrs/Mth - 0 Hrs During Trading. 7) 10/03/2024 - Gretchen Meyer Financial - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:11/12/2014 - 80 Hrs/Mth - 80 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-10
  • S66 Uniform Combined State Law Examination
    2013-09-10
Other Names
  • Gretchen Meyer
  • Gretchen Ann Barbour
  • Gretchen Ann Meyer

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