Jodi Ann Mccloskey

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2023-03-23

PA RA
APPROVED

Since 2023-03-23

Branch Locations

Bluffton, SC • 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

Organization	City	State	From	To
Wells Fargo Advisors Llc	Conshohocken	PA	10/2012	11/2016
Wells Fargo Clearing Services, Llc	Conshohocken	PA	11/2016	03/2023
Lpl Financial	Conshohocken	PA	03/2023	Present

10/2012 → 11/2016

Wells Fargo Advisors Llc

Conshohocken, PA
11/2016 → 03/2023

Wells Fargo Clearing Services, Llc

Conshohocken, PA
03/2023 → Present

Lpl Financial

Conshohocken, PA

Previous Registrations

2016-09-28 → 2023-03-27

Wells Fargo Clearing Services, Llc

Conshohocken, PA

Other Businesses

1) 01/27/2025- JODI A. MCCLOSKEY FINANCIAL PLANNING, LLC- DBA for LPL Business (entity for LPL business)- INV Related- Home based- Start date 01/28/2025- 160 Hours Per Month- 130 During Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-11-08

S63 Uniform Securities Agent State Law Examination

1999-11-08

Other Names

Jodi Ann Stissi
Jodi Ann Didonato

View on SEC IAPD