Jonathan Lloyd Carpenter

Current Employers

Employment History

• 09/2013 → Present
  Lpl Financial Llc
  Center Valley, PA
• 02/2014 → Present
  Private Advisor Group, Llc
  Center Valley, PA
• 01/2014 → Present
  Capital Planning Wealth Management
  Center Valley, PA

Other Businesses

1. 10/30/2013: Capital Planning Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) -Time Spent 100%. 2. 5/6/2014: Private Advisor Group - DBA: (Hybrid) Private Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 100% - Charge wrap fees and provide financial plan for a fee. 3. 6/6/2014: Capital Planning Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 10% - Recommendations/investment advice charging either a fixed fee or an hourly fee. 4. 9/12/2014: Capital Planning Services Corp - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2013 - 200 Hours Per Month/140 Hours During Securities Trading. 5. 11/20/2015: LTCi Partners - Not Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2015 - 10 Hours Per Month During Securities Trading. 6. 04/11/2016; Silvercrest Insurance; Non-Variable Insurance; INV RELATED; AT REPORTED BUSINESS LOCATION(S); START DATE 04/15/2016; Medicare Specialist selling Medicare Supplement Plans; 10 HRS/MO; 5 HRS DURING SECS TRADING HOURS. 7. 12/14/2021 - Capital Planning Services Corp. - DBA: Capital Planning Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 09/01/2013 - 170 Hours Per Month During Securities Trading - Time Spent 100% - I provide Financial Planning and Consulting services through Capital Planning Services Corp., an independent investment advisory firm. I started this activity in 01/2014. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 8. 03/07/2022 - One Resource Group - Investment Related - 13548 Zubrick Rd. Roanoke, IN 46783- Non-Variable Insurance- Financial Advisor -Start Date - 03/03/2022 - 10 Hours Per Month/10 Hours During Securities Trading. 9. 7/17/2024 Owner of residential rental real estate - Located at 6109 Sky Village Rd., Canadensis, PA 18325 - Start Date - 07/17/2024 - 10 Hours Per Month/ 0 Hours During Securities Trading. 10. 12/10/2021 Fellowship International Mission - Located at 555 S. 24th St., Allentown, PA 18104 - Start Date -12/20/2021 -Board Member - Non-Investment Related - 4 Hours per Month/ 0 Hours During Trading hours 11. 6/1/2024 Faith Evangelical Church - Located at -6528 Hamilton Blvd. Allentown PA 18106- Start Date - 6/01/2024 - Board Member - Non-investment Related - 5 Hours Per Month/ 0 Hours During Trading Hours

Exams

• S66 Uniform Combined State Law Examination
  2014-01-28