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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

JOHNATHAN T STACKHOUSE

Advisor at LPL FINANCIAL LLC

IRMO, SC | COLUMBIA, SC | LEXINGTON, SC

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Search this name across graphsid dfx:ria:c2dc73f3-b8c8-dce8-5b01-bf4bec1c532b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 25, 2011
First registration: Aug 29, 2011
Dual registered: yes, broker-dealer
Other names: Johnathan Stackhouse|JOHN STACKHOUSE|JOHNATHAN T STACKHOUSE
IAPD individual key: 5932914

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 14, 2022	n/a	yes	COLUMBIA, SC\|LEXINGTON, SC\|COLUMBIA, SC\|COLUMBIA, SC\|IRMO, SC	Current employment
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Sep 7, 2018	Aug 19, 2022	no	Columbia, SC\|Columbia, SC\|Florence, SC\|Spartanburg, SC\|Lexington, SC\|West Columbia, SC\|Florence, SC	Previous registration
GOOD LIFE ADVISORS, LLC	Independent wealth	Jun 28, 2016	Sep 13, 2018	no	Columbia, SC\|CELEBRATION, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 14, 2013	Jun 29, 2016	no	COLUMBIA, SC\|COLUMBIA, SC\|WINNSBORO, SC	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 29, 2011	Oct 14, 2013	no	COLUMBIA, SC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	Aug 19, 2022	Sep 14, 2022	26	Firm change	Ibd to RIA
GOOD LIFE ADVISORS, LLC	CUSO FINANCIAL SERVICES, L.P.	Sep 13, 2018	Sep 7, 2018	-6	Firm change	RIA to ibd
WELLS FARGO ADVISORS	GOOD LIFE ADVISORS, LLC	Jun 29, 2016	Jun 28, 2016	-1	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	WELLS FARGO ADVISORS	Oct 14, 2013	Oct 14, 2013	0	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Sep 14, 2022 to presentfactForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Sep 7, 2018 to Aug 19, 2022factForm ADV
→ GOOD LIFE ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 28, 2016 to Sep 13, 2018factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 14, 2013 to Jun 29, 2016factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 29, 2011 to Oct 14, 2013factForm ADV

Dated events

Occurred
Aug 19, 2022
Advisor changed firm
Johnathan T Stackhouse left Cuso Financial Services, L.P. for Lpl Financial Llc (registered 2022-09-14)
Form ADVobserved 5 days ago