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Jillian Cale Wermling

LPl Financial LLC

Whitefish, MT

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2015-12-08
MT RA APPROVED 2012-12-13
  • TX RA
    APPROVED_RES
    Since 2015-12-08
  • MT RA
    APPROVED
    Since 2012-12-13

Branch Locations

6336 Highway 93 South, Whitefish, MT 59937 • 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 Whitefish MT 12/2012 Present
Previous Registrations
  • 2011-01-03 → 2012-12-13
    Kalispell, MT
    Missoula, MT
    Kalispell, MT
    Superior, MT
    Billings, MT
    Headland, AL
  • 2008-11-05 → 2011-01-03
    Wells Fargo Investments, Llc
    Kalispell, MT
    Superior, MT
    Missoula, MT
    Kalispell, MT
  • 2006-11-21 → 2008-11-04
    St Louis, MO
    Kalispell, MT
    Kalispell, MT
Other Businesses

(1) 11/09/2012: CALE ENTERPRISES, LLC - NOT INV REL - DIRECT SALES - 1% OF TIME SPENT - BUSINESS ENTITY FOR TAX PURPOSES & SALES OF HEALTH PRODUCTS (HERBALIFE) (2) 11/30/2012: J C WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - 60% OF TIME SPENT 3) 04/03/2025 - Legends Whitefish LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date: 02/28/2025 - 50 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-16
  • S66 Uniform Combined State Law Examination
    2006-11-16
Other Names
  • Jillian Johnson

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