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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-09-19
  • TX RA
    APPROVED
    Since 2016-09-19

Branch Locations

6300 Ridglea Pl Ste 416, Fort Worth, TX 76116-5713 • 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 Worth TX 06/2013 Present
Previous Registrations
  • 2009-01-22 → 2010-05-14
    Osaic Fs, Inc.
    Edmond, OK
    Fort Worth, TX
    Granbury, TX
    Oklahoma City, OK
    Oklahoma City, OK
    Oklahoma City, OK
    Edmond, OK
  • 2007-09-21 → 2009-01-09
    Cetera Wealth Services, Llc
    Edmond, OK
    Edmond, OK
Other Businesses

1. 06/14/2013 - Jeff Rimer Financial Services - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) - 100% TIME SPENT 2. 06/14/2013 - Dave Ramsey - NOT INV REL - Facilitating the Dave Ramsey Course, Financial Peace University - 25% TIME SPENT 3. 06/14/2013 - Shaw Financial Services, Inc. - IVN REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 4. 06/14/2013 - JDK Holdings, LLC - IVN REL - Business Entity For Tax/Investment Purposes Only - 100% TIME SPENT - Entity for Tax Purposes 5. 06/14/2013 - Rimer Financial Group - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business). 6. 1/9/2020 - HISML29 LC - DBA: Rimer Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2020 - 160 Hours Per Month During Securities Trading. 7. 1/9/2020 - HISML29 LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2020 - 160 Hours Per Month During Securities Trading. 8. 02/20/2026 - Wealth & Wisdom Strategies - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/11/2026 - 200 hours per month/ 140 hours during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
S63 Uniform Securities Agent State Law Examination 2006-11-27
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16
  • S63 Uniform Securities Agent State Law Examination
    2006-11-27
Other Names
  • Jeff D Rimer

View on SEC IAPD

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