Best Investors Account Sign in

Jeffery Thomas Bonifacino

LPl Financial LLC

Delray Beach, FL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-20
DE RA APPROVED 2022-05-10
  • FL RA
    APPROVED
    Since 2025-03-20
  • DE RA
    APPROVED
    Since 2022-05-10

Branch Locations

Delray Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Penn Mutual Horsham PA 04/2004 05/2022
Hornor, Townsend & Kent Horsham PA 04/2004 05/2022
Lpl Financial Llc Wilmington DE 05/2022 Present
  • 04/2004 → 05/2022
    Penn Mutual
    Horsham, PA
  • 04/2004 → 05/2022
    Hornor, Townsend & Kent
    Horsham, PA
  • 05/2022 → Present
    Wilmington, DE
Previous Registrations
  • 2004-04-12 → 2022-05-04
    Wilmington, DE
    Wilmington, DE
  • 2000-09-05 → 2004-04-14
    New England Securities
    Landenberg, PA
Other Businesses

1)05/03/2022 - Strategic Wealth Advisors - DBA for LPL Business - Inv Rel - At Reported Business Location(s) 2)05/03/2022 - Insurance Agency - Agent selling P&C - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-25
S63 Uniform Securities Agent State Law Examination 1989-11-17
  • S65 Uniform Investment Adviser Law Examination
    2000-08-25
  • S63 Uniform Securities Agent State Law Examination
    1989-11-17

View on SEC IAPD

More in Delray Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor