Best Investors Account Sign in

Simler Creig Batcheler

LPl Financial LLC

Aspinwall, PA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-02
  • PA RA
    APPROVED
    Since 2024-08-02

Branch Locations

133 Freeport Rd, Aspinwall, PA 15215 • 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
Trustmont Financial Group, Inc Greensburg PA 03/2012 08/2024
Trustmont Advisory Group, Inc Greensburg PA 03/2012 08/2024
Lpl Financial Llc Export PA 08/2024 Present
Previous Registrations
  • 2012-03-06 → 2024-08-02
    Greensburg, PA
    Allison Park, PA
  • 2007-01-31 → 2012-03-06
    Osaic Fs, Inc.
    Allison Park, PA
  • 1996-08-22 → 2004-06-03
    Independent Advisers Group Corp
    Allison Park, PA
Other Businesses

1) 07/03/2024 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month. 2) 07/03/2024 - Yeckley, Tantlinger, &Subich Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month. 3) 07/03/2024 - BAI TAX GROUP - Tax Prep/Accounting/CPA - Owner - PA 15632 - Investment related - 5 Hours per month - Start date: 01/01/2022. 4) 07/03/2024 - The Good Life Companies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 07/03/2024 - BATCHELER ASSOCIATES, INC. - Non-Variable Insurance - Selling: Accident/Health, Disability, Fixed Annuities and Traditional Life & P&C - PA 15632 - Investment related - 3 Hours per month - Start date: 01/01/1986.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-30
S63 Uniform Securities Agent State Law Examination 1986-02-07
  • S65 Uniform Investment Adviser Law Examination
    1996-05-30
  • S63 Uniform Securities Agent State Law Examination
    1986-02-07
Designations
Other Names
  • S Creig Batcheler

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Aspinwall, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor