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Jeremy Peacock

LPl Financial LLC

Somerville, MA

Osterville, MA

CRD 7840107

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-29
  • MA RA
    APPROVED
    Since 2025-05-29

Branch Locations

Somerville, MA • United States

901 Main St Ste B, Osterville, MA 02655 • 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
Maverick Marketplace Cafe Boston MA 07/2016 01/2017
Improv Asylum Boston MA 01/2017 08/2018
Legal Seafoods Boston MA 09/2016 01/2018
Envoy Hotel Restaraunt Boston MA 09/2018 08/2019
Picturehead Hollywood CA 09/2019 03/2020
Unemployed North Hollywood CA 03/2020 06/2020
Picturehead Hollywood CA 07/2020 04/2021
Curated Centerville MA 04/2021 02/2022
Hiwan Golf Club Evergreen CO 02/2022 06/2022
Mannings Steaks And Spirits Lakewood CO 06/2022 02/2023
Edel Golf Denver CO 02/2023 05/2024
Lpl Financial Osterville MA 03/2024 Present
  • 07/2016 → 01/2017
    Maverick Marketplace Cafe
    Boston, MA
  • 01/2017 → 08/2018
    Improv Asylum
    Boston, MA
  • 09/2016 → 01/2018
    Legal Seafoods
    Boston, MA
  • 09/2018 → 08/2019
    Envoy Hotel Restaraunt
    Boston, MA
  • 09/2019 → 03/2020
    Picturehead
    Hollywood, CA
  • 03/2020 → 06/2020
    Unemployed
    North Hollywood, CA
  • 07/2020 → 04/2021
    Picturehead
    Hollywood, CA
  • 04/2021 → 02/2022
    Curated
    Centerville, MA
  • 02/2022 → 06/2022
    Hiwan Golf Club
    Evergreen, CO
  • 06/2022 → 02/2023
    Mannings Steaks And Spirits
    Lakewood, CO
  • 02/2023 → 05/2024
    Edel Golf
    Denver, CO
  • 03/2024 → Present
    Lpl Financial
    Osterville, MA
Other Businesses

1- 12/2024 / Kinsale Financial / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 40 hrs during trading / start 01/01/2024

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19

View on SEC IAPD

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