Terry Lavon Geter

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-01-16

FL RA
APPROVED

Since 2026-01-16

Branch Locations

Minneola, FL • 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

Organization	City	State	From	To
Next Financial Group Inc	Clermont	FL	02/2011	07/2025
Lpl Financial Llc	Minneola	FL	07/2025	Present

02/2011 → 07/2025

Next Financial Group Inc

Clermont, FL
07/2025 → Present

Lpl Financial Llc

Minneola, FL

Previous Registrations

2011-03-01 → 2014-05-27

Next Financial Group, Inc.

Houston, TX

Minneola, FL
2011-05-26 → 2012-09-14

Beacon Wealth Consultants, Inc.

Clermont, FL

Roanoke, VA
2008-05-05 → 2011-02-22

Stewardship Legacy Coaching, Llc

Ocoee, FL
2006-08-23 → 2011-02-11

Qa3 Financial Llc

Ocoee, FL

Omaha, NE
2000-01-03 → 2006-08-09

G. A. Repple & Company

Ocoee, FL

Ocoee, FL

Other Businesses

1) 07/10/2025-Lake Wealth Group-Owner/Registered Representative-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 11/12/2009-160hrs/mth-160hrs/mth during trading 2) 07/10/2025-Apshawa Consulting & Services-Business Owner-Inv related-At Minneola, FL-Start date 03/07/2023-10hrs/mth-0hrs/mth during trading 3) 07/10/2025-Lake Wealth Group-Insurance Agent-Non-Variable Insurance-Inv related-At Minneola, FL-Start date 04/01/1999-5hrs/mth-5hrs/mth during trading 4) 07/10/2025-Terry Geter-Notary-Inv related-At Minneola, FL-Start date 02/02/2023-2hrs/mth-0hrs/mth during trading 5) 07/10/2025-Apshawa Consulting & Services-Tax Prep/Accounting/CPA-Inv related-At Minneola, FL-Start date 03/07/2023-20hrs/mth-0hrs/mth during trading 6) 07/10/2025-Apshawa Consulting & Services-Owner & CEO-Inv related-At Minneola, FL-Start date 06/30/2025-2hrs/mth-0hrs/mth during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-16
S63	Uniform Securities Agent State Law Examination	2000-05-04

S65 Uniform Investment Adviser Law Examination

2025-10-16
S63 Uniform Securities Agent State Law Examination

2000-05-04

View on SEC IAPD