STEVEN GERARD WORTMANN is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-01-25 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2021-08-04 | 2024-01-25 | — |
| OSAIC INSTITUTIONS, INC. | 2020-03-04 | 2021-05-24 | — |
| J.P. MORGAN SECURITIES LLC | 2019-08-28 | 2020-02-13 | — |
| LPL FINANCIAL LLC | 2018-07-03 | 2019-08-08 | — |