Jonathan R Allman

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-11-24

VA RA
APPROVED

Since 2025-11-24

Branch Locations

222 S. Wayne Ave, Waynesboro, VA 22980-4622 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Waynesboro	VA	09/2024	Present
University Of Virginia	Charlottsville	VA	08/2022	12/2024
United States Marines	Jacksonville	NC	10/2016	08/2022
Lowes Grocery Store	Wilmington	NC	07/2015	09/2016

09/2024 → Present

Lpl Financial Llc

Waynesboro, VA
08/2022 → 12/2024

University Of Virginia

Charlottsville, VA
10/2016 → 08/2022

United States Marines

Jacksonville, NC
07/2015 → 09/2016

Lowes Grocery Store

Wilmington, NC

Other Businesses

1- 04/2025 / FINANCIAL MANAGEMENT, INC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-22

S66 Uniform Combined State Law Examination

2025-11-22

Other Names

Jonathan Allman

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

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