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Jessica Ann Lambert

LPl Financial LLC

Greensboro, NC

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-22
  • NC RA
    APPROVED
    Since 2025-10-22

Branch Locations

1010 N Elm St, Greensboro, NC 27401 • 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 No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 10/2017 10/2025
Suntrust Bank Greensboro/Walkertown NC 12/2013 10/2017
Lpl Financial Greensboro NC 10/2025 Present
  • 10/2017 → 10/2025
    Edward Jones
    St Louis, MO
  • 12/2013 → 10/2017
    Suntrust Bank
    Greensboro/Walkertown, NC
  • 10/2025 → Present
    Lpl Financial
    Greensboro, NC
Previous Registrations
  • 2018-03-27 → 2025-09-10
    Edward Jones
    Oak Ridge, NC
    Stokesdale, NC
    St Louis, MO
    Oak Ridge, NC
    Jamestown, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-26
  • S66 Uniform Combined State Law Examination
    2018-03-26
Other Names
  • Jessica A Crawford

View on SEC IAPD

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