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David Francis Bedard

LPl Financial LLC

Harrisburg, PA

Lemoyne, PA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-28
TX RA APPROVED_RES 2024-06-27
  • PA RA
    APPROVED
    Since 2024-06-28
  • TX RA
    APPROVED_RES
    Since 2024-06-27

Branch Locations

2040 Linglestown Rd, Suite 300, Harrisburg, PA 17110 • United States

Lemoyne, PA • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Harrisburg PA 03/2012 01/2021
Morgan Stanley Smith Barney Llc Camp Hill PA 01/2021 06/2024
Morgan Stanley Private Bank, N.A New York NY 03/2021 06/2024
Lpl Financial Llc Fort Mill SC 06/2024 Present
Morgan Stanley Private Bank, N.A New York NY 03/2021 Present
  • 03/2012 → 01/2021
    Ameriprise Financial Services, Inc.
    Harrisburg, PA
  • 01/2021 → 06/2024
    Morgan Stanley Smith Barney Llc
    Camp Hill, PA
  • 03/2021 → 06/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2024 → Present
    Lpl Financial Llc
    Fort Mill, SC
  • 03/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2021-01-19 → 2024-07-26
    Morgan Stanley
    Camp Hill, PA
    Ocala, FL
  • 2012-03-15 → 2021-01-21
    Ameriprise Financial Services, Llc
    Mechanicsburg, PA
    Camp Hill, PA
    Baltimore, MD
  • 2009-06-01 → 2012-03-20
    Morgan Stanley
    Harrisburg, PA
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Harrisburg, PA
  • 2006-09-22 → 2007-04-02
    Morgan Stanley Dw Inc.
    Harrisburg, PA
    Harrisburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-13
S63 Uniform Securities Agent State Law Examination 1987-09-30
  • S65 Uniform Investment Adviser Law Examination
    2012-11-13
  • S63 Uniform Securities Agent State Law Examination
    1987-09-30

View on SEC IAPD

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SANTANDER SECURITIES LLC · Conshohocken, PA
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CITIZENS SECURITIES, INC. · CONSHOHOCKEN, PA
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FIRSTRUST FINANCIAL ADVISORS · CONSHOHOCKEN, PA
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