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Jacob Kenneth Merk

LPl Financial LLC

Oshkosh, WI

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-03-23
  • WI RA
    APPROVED
    Since 2016-03-23

Branch Locations

2391 Enterprise Dr, Oshkosh, WI 54904 • 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 Oshkosh WI 01/2015 Present
Other Businesses

1. 7/5/2018 - Provident Financial Consultants, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/31/2018 - 8 Hours Per Month/6 Hours During Securities Trading. 2. 10/23/2019 - Provident Financial Consultants, LLC - Investment related - At reported business location(s) - start date:01/01/2020 - 16 hrs/mo - 0 hrs during trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-22
  • S66 Uniform Combined State Law Examination
    2016-02-22
Designations

View on SEC IAPD

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