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Bonnie Marie Sweeten

LPl Financial LLC

Georgetown, DE

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-11-28
  • DE RA
    APPROVED
    Since 2025-11-28

Branch Locations

120 South Bedford St., Georgetown, DE 19947 • 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
Element Wealth Planning Georgetown DE 03/2024 Present
Sweetn Treats Milton DE 02/2011 Present
Edward Jones Georgetown DE 11/2016 03/2024
Lpl Financial Llc Georgetown DE 07/2025 Present
  • 03/2024 → Present
    Element Wealth Planning
    Georgetown, DE
  • 02/2011 → Present
    Sweetn Treats
    Milton, DE
  • 11/2016 → 03/2024
    Edward Jones
    Georgetown, DE
  • 07/2025 → Present
    Lpl Financial Llc
    Georgetown, DE
Other Businesses

1-07/2025 / Element Wealth Planning / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / AT BUS LOC / START 07/18/2025 2- 07/2025 / Sweetn Treats / Sole Proprietorship / NON INVESTMENT RLTD / 20 HRS MNTH / START 02/01/2011 3- 07/2025 / Bonnie Sweeten / NOTARY / NON INVESTMENT RLTD / 1 HRS MNTH / START 06/12/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-26
  • S66 Uniform Combined State Law Examination
    2025-11-26
Other Names
  • Bonnie Marie Ash

View on SEC IAPD

Other Firms

EDWARD JONES
BALLAST FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRIVATE ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MISES CAPITAL PARTNERS

Other Investors

Erin A Winner
Glenn Roger Sweeten
Conor Michael Williams
JOSEPH DAVID BAKER
GERALD THOMAS PEDEN
FRANKLIN LEONARD RAYNE
Robin Nicole Scarborough
Lance Douglas Rogers

Other Offices

EDWARD JONES · GEORGETOWN, DE
BALLAST FINANCIAL ADVISORS, LLC · GEORGETOWN, DE
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GEORGETOWN, DE
LPL FINANCIAL LLC · GEORGETOWN, DE
EDWARD JONES · MILLSBORO, DE
PRIVATE ADVISOR GROUP, LLC · Milton, DE
STATE FARM INVESTMENT MANAGEMENT CORP. · Millsboro, DE
AMERIPRISE FINANCIAL SERVICES, LLC · Millsboro, DE

More in Georgetown, DE

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