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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)26 years in industry

GREGORY ALLEN MCLENITHAN

Advisor at LPL FINANCIAL LLC

SOUTH BURLINGTON, VT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2002 to Sep 14, 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: Mar 9, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Mar 9, 2000
First registration: Oct 1, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 2358533

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 8, 2009	n/a	yes	SOUTH BURLINGTON, VT	Current employment
MUTUAL SERVICE CORPORATION	n/a	Nov 12, 2008	Sep 8, 2009	no	BOSTON, MA\|SOUTH BURLINGTON, VT	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Oct 31, 2008	Nov 7, 2008	no	SOUTH BURLINGTON, VT	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Oct 1, 2002	Oct 31, 2008	no	SOUTH BURLINGTON, VT	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
MUTUAL SERVICE CORPORATION	LPL FINANCIAL LLC	Sep 8, 2009	Sep 8, 2009	0	Bulk transfer	Other
SAGEPOINT FINANCIAL, INC.	MUTUAL SERVICE CORPORATION	Nov 7, 2008	Nov 12, 2008	5	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	SAGEPOINT FINANCIAL, INC.	Oct 31, 2008	Oct 31, 2008	0	Bulk transfer	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Sep 8, 2009 to presentfactForm ADV
→ MUTUAL SERVICE CORPORATIONRegistered adviserregistration: previous registration
Nov 12, 2008 to Sep 8, 2009factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Oct 31, 2008 to Nov 7, 2008factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Oct 1, 2002 to Oct 31, 2008factForm ADV

Dated events

No dated event names this entity yet.