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Scott Allen Melzer

LPl Financial LLC

Yardley, 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 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • PA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

301 Floral Vale Blvd, Yardley, PA 19067 • 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
Waddell & Reed, Inc Yardley PA 10/2011 07/2021
Various Insurance Carriers For W&R Insurance Agencies, Inc Levittown PA 10/2011 07/2021
Pmm Financial Group Llc Yardley PA 08/2018 07/2021
Lpl Financial Llc Yardley PA 07/2021 Present
  • 10/2011 → 07/2021
    Waddell & Reed, Inc
    Yardley, PA
  • 10/2011 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies, Inc
    Levittown, PA
  • 08/2018 → 07/2021
    Pmm Financial Group Llc
    Yardley, PA
  • 07/2021 → Present
    Lpl Financial Llc
    Yardley, PA
Previous Registrations
  • 2011-10-03 → 2021-07-21
    Waddell & Reed
    Charleroi, PA
    Yardley, PA
  • 2006-06-06 → 2011-10-07
    Ameriprise Financial Services, Llc
    Conshohocken, PA
    Marlton, NJ
    Princeton, NJ
Other Businesses

1) 06/2018 - DBA for LPL Business (entity for LPL business) - PMM Financial Group, LLC - Investment Related - Yardley, PA 19067

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-05
  • S66 Uniform Combined State Law Examination
    2006-06-05
Other Names
  • Scott Melzer

View on SEC IAPD

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Other Investors

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ANGELA MARY SPRENKLE
Kelley Danielle Smith
THOMAS MARTIN WICK
EDWARD CHRISTIAN GRUBER
MICHAEL R JOHNSON
SARAH NICOLE WAGNER FIORELLI
Abigail Page Wick

Other Offices

MORGAN STANLEY · Yardley, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · YARDLEY, PA
OSAIC WEALTH, INC. · YARDLEY, PA
MML INVESTORS SERVICES, LLC · Yardley, PA
VENTURA WEALTH MANAGEMENT · YARDLEY, PA
ALLSTATE FINANCIAL ADVISORS, LLC · Yardley, PA
CROSSOVER CAPITAL · YARDLEY, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Yardley, PA

More in Yardley, PA

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