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Jodi Rudd

LPl Financial LLC

Casper, WY

Fort Mill, SC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-18
WY RA APPROVED 2026-05-18
  • SC RA
    APPROVED
    Since 2026-05-18
  • WY RA
    APPROVED
    Since 2026-05-18

Branch Locations

Casper, WY • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Lpl Financial Llc Fort Mill SC 05/2026 Present
Moa Architecture Casper WY 11/2025 05/2026
Bank Of America, N.A. Casper WY 09/2014 09/2017
Wells Fargo Casper WY 09/2017 07/2018
Investment Advisor Alliance Casper WY 07/2018 12/2018
American Tax And Financial Planners Colorado Springs CO 07/2018 12/2018
Gross Domestic Product, Inc. Casper WY 10/2018 06/2019
Gdp, Inc Manhattan Beach CA 10/2018 06/2019
Merrill Lynch Casper WY 07/2014 09/2017
Cetera Advisor Networks El Segundo CA 06/2019 11/2019
Vicus Capital Casper WY 09/2019 11/2019
Clelan & Company Casper WY 06/2019 10/2019
Zeiders Enterprises Casper WY 07/2018 06/2022
Lpl Financial Casper WY 11/2019 04/2021
Advanced Planning Solutions Casper WY 10/2021 01/2022
Blankinship & Foster Casper WY 04/2021 01/2022
Ellevest Casper WY 01/2022 06/2022
Lpl Financial Llc Casper WY 05/2023 04/2025
Origin Financial Casper WY 08/2022 01/2023
Emoney Advisor Casper WY 01/2023 03/2023
My Secure Advantage Casper WY 03/2023 05/2023
Raymond James Financial Services, Inc. Casper WY 06/2025 09/2025
Raymond James Financial Services Advisors, Inc. Casper WY 06/2025 09/2025
Lpl Financial Llc Casper WY 10/2018 05/2019
  • 05/2026 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 11/2025 → 05/2026
    Moa Architecture
    Casper, WY
  • 09/2014 → 09/2017
    Bank Of America, N.A.
    Casper, WY
  • 09/2017 → 07/2018
    Wells Fargo
    Casper, WY
  • 07/2018 → 12/2018
    Investment Advisor Alliance
    Casper, WY
  • 07/2018 → 12/2018
    American Tax And Financial Planners
    Colorado Springs, CO
  • 10/2018 → 06/2019
    Gross Domestic Product, Inc.
    Casper, WY
  • 10/2018 → 06/2019
    Gdp, Inc
    Manhattan Beach, CA
  • 07/2014 → 09/2017
    Merrill Lynch
    Casper, WY
  • 06/2019 → 11/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 09/2019 → 11/2019
    Vicus Capital
    Casper, WY
  • 06/2019 → 10/2019
    Clelan & Company
    Casper, WY
  • 07/2018 → 06/2022
    Zeiders Enterprises
    Casper, WY
  • 11/2019 → 04/2021
    Lpl Financial
    Casper, WY
  • 10/2021 → 01/2022
    Advanced Planning Solutions
    Casper, WY
  • 04/2021 → 01/2022
    Blankinship & Foster
    Casper, WY
  • 01/2022 → 06/2022
    Ellevest
    Casper, WY
  • 05/2023 → 04/2025
    Lpl Financial Llc
    Casper, WY
  • 08/2022 → 01/2023
    Origin Financial
    Casper, WY
  • 01/2023 → 03/2023
    Emoney Advisor
    Casper, WY
  • 03/2023 → 05/2023
    My Secure Advantage
    Casper, WY
  • 06/2025 → 09/2025
    Raymond James Financial Services, Inc.
    Casper, WY
  • 06/2025 → 09/2025
    Raymond James Financial Services Advisors, Inc.
    Casper, WY
  • 10/2018 → 05/2019
    Lpl Financial Llc
    Casper, WY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-02
S66 Uniform Combined State Law Examination 2014-04-25
  • S63 Uniform Securities Agent State Law Examination
    2023-10-02
  • S66 Uniform Combined State Law Examination
    2014-04-25
Designations
Other Names
  • Jodi Marie Smith
  • Jodi Marie Smith
  • Jodi Rudd
  • Jodi M Rudd
  • Jodi M Smith
  • Jodi Marie Rudd

View on SEC IAPD

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