Lucas Daniel Mcavoy

Current Employers

Employment History

• 06/2026 → Present
  Osaic Wealth, Inc.
  Lexington, KY
• 08/2017 → 05/2018
  Edward Jones
  St Louis, MO
• 05/2016 → 08/2017
  Elite Baseball Club
  Lexington, KY
• 08/2016 → 12/2016
  Farmers National Bank Investment Services
  Danville, KY
• 02/2017 → 05/2017
  Northwestern Mutual
  Danville, KY
• 08/2013 → 05/2017
  Centre College
  Danville, KY
• 06/2018 → 12/2019
  Edward Jones
  Lexington, KY
• 01/2020 → 06/2024
  Lpl Financial Llc
  Lexington, KY
• 06/2024 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 06/2024 → Present
  Alliance Financial Planning
  Lexington, KY

Previous Registrations

• 2024-06-03 → 2026-06-10
  Commonwealth Financial Network
  Lexington, KY
  Waltham, MA
• 2020-01-08 → 2024-06-10
  Lpl Financial Llc
  Lexington, KY
• 2018-01-03 → 2019-12-02
  Edward Jones
  Lexington, KY
  Cary, NC
  St Louis, MO
  Maryland Heights, MO

Other Businesses

1. LDM FINANCIAL LLC POSITION: Financial Advisor NATURE: This is the LLC i created to run my income through for taxes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2026 ADDRESS: 525 Darby Creek, Suite 29, Lexington KY 40509, United States DESCRIPTION: LLC for commissions 2. FIXED INSURANCE POSITION: Agent NATURE: Fixed insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 525 Darby Creek, Suite 29, Lexington KY 40509, United States DESCRIPTION: Fixed insurance sales 3. ALLIANCE FINANCIAL PLANNING POSITION: Financial Advisor NATURE: Securities business. LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2020 ADDRESS: 525 Darby Creek, Suite 29, Lexington KY 40509, United States DESCRIPTION: This is the DBA for the business.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-23