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Jennifer Thompson

LPl Financial LLC

Fort Mill, SC

Bethlehem, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-15
CA RA APPROVED 2026-05-06
PA RA APPROVED 2025-05-29
NY RA APPROVED 2025-05-28
  • SC RA
    APPROVED
    Since 2026-05-15
  • CA RA
    APPROVED
    Since 2026-05-06
  • PA RA
    APPROVED
    Since 2025-05-29
  • NY RA
    APPROVED
    Since 2025-05-28

Branch Locations

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

Bethlehem, PA • 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
Pink Entourage Salon Nyack NY 01/2014 05/2018
Unemployed Macungie PA 05/2016 09/2016
Mml Investors Services Allentown PA 09/2016 11/2017
Valor Wealth Management Easton PA 11/2017 06/2021
Royal Alliance Associates, Inc. Easton PA 09/2020 06/2021
Cadaret Grant & Co., Inc. Syracuse NY 06/2021 Present
Lpl Financial Llc Syracuse NY 05/2025 Present
  • 01/2014 → 05/2018
    Pink Entourage Salon
    Nyack, NY
  • 05/2016 → 09/2016
    Unemployed
    Macungie, PA
  • 09/2016 → 11/2017
    Mml Investors Services
    Allentown, PA
  • 11/2017 → 06/2021
    Valor Wealth Management
    Easton, PA
  • 09/2020 → 06/2021
    Royal Alliance Associates, Inc.
    Easton, PA
  • 06/2021 → Present
    Cadaret Grant & Co., Inc.
    Syracuse, NY
  • 05/2025 → Present
    Lpl Financial Llc
    Syracuse, NY
Previous Registrations
  • 2021-06-23 → 2025-08-12
    Cadaret, Grant & Co., Inc.
    Syracuse, NY
    Syracuse, NY
  • 2020-12-22 → 2021-05-19
    Osaic Wealth, Inc.
    Easton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-18
S63 Uniform Securities Agent State Law Examination 2020-11-16
  • S65 Uniform Investment Adviser Law Examination
    2020-12-18
  • S63 Uniform Securities Agent State Law Examination
    2020-11-16
Other Names
  • Jennifer Lynn Cook
  • Jennifer Lynn Thompson

View on SEC IAPD

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WEALTHCARE ADVISORY PARTNERS LLC
INSIGHT SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
SCHWAB WEALTH ADVISORY, INC.
PFS INVESTMENTS INC.

Other Investors

ALPESH JITENDRA PATEL
Tamrah Jennifer Bordini
MATTHEW N WALLEN
RAMIRO IGNACIO PARES
NILDA MELGAREJO DE BOYRIE
STEVEN Samuel SHANEYFELT
Katie Wineski Riegel
Christopher Wayne McAlister

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mill, SC
BELLEAIR WEALTH MANAGEMENT, LLC · Fort Mill, SC
WEALTHCARE ADVISORY PARTNERS LLC · Fort Mill, SC
INSIGHT SECURITIES, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Fort Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Ft Mill, SC
EDWARD JONES · FORT MILL, SC

More in Fort Mill, SC

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