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Greg A Margevicius

LPl Financial LLC

Lakewood, OH

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-08-20
TX RA APPROVED_RES 2024-08-20
  • OH RA
    APPROVED
    Since 2024-08-20
  • TX RA
    APPROVED_RES
    Since 2024-08-20

Branch Locations

1456 Warren Rd Ste 102, Lakewood, OH 44107 • 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
Ohio Wesleyan University Weyslan OH 08/2016 04/2017
Baird Private Wealth Management Cleveland OH 05/2017 07/2017
Ohio Wesleyan University Weyslan OH 08/2017 05/2018
Ohio Wesleyan University Weyslan OH 08/2014 05/2018
Skylight Financial Group Cleveland OH 05/2018 08/2019
Uber Eats Cleveland OH 05/2020 09/2020
Ohio Wesleyan University Weyslan OH 08/2019 05/2020
Money Concepts Capital Corp Palm Beach Gardens FL 08/2020 08/2024
Lpl Financial Llc San Diego CA 08/2024 Present
  • 08/2016 → 04/2017
    Ohio Wesleyan University
    Weyslan, OH
  • 05/2017 → 07/2017
    Baird Private Wealth Management
    Cleveland, OH
  • 08/2017 → 05/2018
    Ohio Wesleyan University
    Weyslan, OH
  • 08/2014 → 05/2018
    Ohio Wesleyan University
    Weyslan, OH
  • 05/2018 → 08/2019
    Skylight Financial Group
    Cleveland, OH
  • 05/2020 → 09/2020
    Uber Eats
    Cleveland, OH
  • 08/2019 → 05/2020
    Ohio Wesleyan University
    Weyslan, OH
  • 08/2020 → 08/2024
    Palm Beach Gardens, FL
  • 08/2024 → Present
    San Diego, CA
Previous Registrations
Other Businesses

1) 08/08/2024-Margevicius Document Processing-Business Entity For Tax/Investment Purposes Only-Not Inv Related-1hrs/mth-Start date 10/14/2021 2) 08/08/2024-Accel Schools-Non-Profit Board Member-Board Member, Vice Chairman, Finance Committee Chair-Not Inv related-2hrs/mth-Start Date 03/23/2022 3) 08/08/2024-Benefit Planning, Inc- Seminars -Not Inv related-20hrs/mth-Start date 07/01/2020 4) 08/08/2024-Benefit Planning, Inc-DBA for LPL Business (entity for LPL business)-Inv related-at reported business location(s) 5) 03/16/2026 - DKGM - Business Owner - Not Investment Related - Willoughby, OH - Start Date 03/02/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-03
  • S66 Uniform Combined State Law Examination
    2020-10-03
Other Names
  • Greg A Margevicius
  • Gregory Alexander Margevicius

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