Lpl Financial LLC
Nevada
Nevada
Registered In
05/16/1978
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction
Company Summary
Lpl Financial LLC in Nevada lists Michelle Oroschakaff and Dan H Arnold of San Diego, CA as associates.
Overview
Registered In
Nevada
Incorporation Date
Company Type
Foreign Limited-Liability Company
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
Search Other Resources
People
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C T Corporation System
Registered Agent
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701 S CARSON ST STE 200, CARSON CITY, NV 89701
701 S CARSON ST STE 200, CARSON CITY, NV
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Michelle Oroschakaff
Manager
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4707 EXECUTIVE DR, SAN DIEGO, CA
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Dan H Arnold
Manager
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4707 EXECUTIVE DR, SAN DIEGO, CA
(View Past Addresses)
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Matthew J Audette
Manager
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4707 EXECUTIVE DR, SAN DIEGO, CA
(View Past Addresses)
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Showing 10 of 12 associates. Create a free account to view the complete list and historical changes.
Financials
Financial Information for Lpl Financial LLC
Form 5500
LPL FINANCIAL, LLC
4707 Executive Drive, San Diego, Ca 92121 (858) 450-9606 EIN:95-2834236 Plan Admin:Erica Ullman| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY6,278 / 0 Assets BOY/EOY$0 / $0 | 2022 | LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 | 6,278 / 0 | $0 / $0 |
| 2021 | Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY6,196 / 7,380 Assets BOY/EOY$500,183,649 / $620,017,134 | 2021 | LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002 | 6,196 / 7,380 | $500,183,649 / $620,017,134 |
| 2021 | Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,861 / 0 Assets BOY/EOY$0 / $0 | 2021 | LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 | 4,861 / 0 | $0 / $0 |
| 2020 | Plan NameLPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN Plan #002 Participants BOY/EOY5,586 / 5,872 Assets BOY/EOY$405,009,170 / $500,183,649 | 2020 | LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN - Plan #002 | 5,586 / 5,872 | $405,009,170 / $500,183,649 |
| 2020 | Plan NameLPL FINANCIAL, LLC WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY4,550 / 0 Assets BOY/EOY$0 / $0 | 2020 | LPL FINANCIAL, LLC WELFARE BENEFITS PLAN - Plan #501 | 4,550 / 0 | $0 / $0 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
LPL FINANCIAL
455 E. Gobbi St. STE A, Ukiah, CA 95482-5571| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 06/28/2020 | Approved$11,175 Forgiven$11,233 LenderCustomers Bank Jobs1 | 06/28/2020 | $11,175 | $11,233 | Customers Bank | 1 |
| 05/01/2020 | Approved$20,833 Forgiven$21,082 LenderCustomers Bank Jobs1 | 05/01/2020 | $20,833 | $21,082 | Customers Bank | 1 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Related Business Names:
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Lpl Financial LLC
Registered in New York
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New York, NY | View Report | |
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Lpl Financial LLC
Registered in New Jersey
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View Report | ||
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Lpl Financial LLC
Registered in Iowa
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Des Moines, IA | View Report | |
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Lpl Financial LLC
Registered in Ohio
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Boston, MA Columbus, OH | View Report | |
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Lpl Financial LLC
Registered in Tennessee
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Boston, MA Knoxville, TN (1 more) | View Report | |
|
Lpl Financial LLC
Registered in California
|
Glendale, CA San Diego, CA (2 more) | View Report | |
|
Lpl Financial LLC
Registered in Virginia
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Boston, MA Glen Allen, VA | View Report | |
|
Lpl Financial LLC
Registered in Missouri
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Clayton, MO | View Report | |
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Lpl Financial LLC
Registered in Vermont
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San Diego, CA Boston, MA | View Report | |
|
Lpl Financial LLC
Registered in Florida
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Plantation, FL San Diego, CA (1 more) | View Report | |
|
Lpl Financial LLC
Registered in Pennsylvania
|
View Report | ||
|
Lpl Financial LLC
Registered in Wyoming
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Boston, MA Cheyenne, WY (1 more) | View Report | |
|
Lpl Financial LLC
Registered in Utah
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Midvale, UT San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in Kansas
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San Diego, CA Topeka, KS | View Report | |
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Lpl Financial LLC
Registered in Georgia
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Boston, MA Lawrenceville, GA | View Report | |
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Lpl Financial LLC
Registered in Utah
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Midvale, UT San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in Maine
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Augusta, ME Boston, MA (1 more) | View Report | |
|
Lpl Financial LLC
Registered in Arkansas
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Floor Boston, MA | View Report | |
|
Lpl Financial LLC
Registered in Mississippi
|
San Diego, CA | View Report | |
|
Lpl Financial LLC
Registered in Wisconsin
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Madison, WI | View Report |
Person/City Match:Michelle Oroschakaff - San Diego, CA
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Lpl Financial LLC
Registered in West Virginia
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Charleston, WV San Diego, CA (1 more) | View Report | |
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Lpl Financial LLC
Registered in Massachusetts
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San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in Connecticut
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San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in Minnesota
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Los Angeles, CA Paul, MN (1 more) | View Report | |
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Lpl Financial LLC
Registered in Idaho
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San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in North Carolina
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Raleigh, NC San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in New Hampshire
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Concord, NH San Diego, CA (1 more) | View Report |
Person/City Match:Dan H Arnold - San Diego, CA
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Lpl Holdings, Inc.
Registered in New York
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New York, NY | View Report | |
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Waddell & Reed, Inc.
Registered in Michigan
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San Diego, CA | View Report | |
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Ifmg Securities, Inc.
Registered in Pennsylvania
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San Diego, CA | View Report | |
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Independent Financial Marketing Group, Inc.
Registered in Pennsylvania
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San Diego, CA | View Report | |
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Lpl Holdings, Inc.
Registered in California
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San Diego, CA Boston, MA | View Report | |
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Ifs Agencies, Inc.
Registered in Texas
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Dallas, TX Wellesley Hills, MA | View Report | |
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Lpl Financial LLC
Registered in Oregon
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Boston, MA Salem, OR (1 more) | View Report | |
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Lpl Financial LLC
Registered in Idaho
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Boston, MA San Diego, CA | View Report | |
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Waddell & Reed, Inc.
Registered in Mississippi
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Flowood, MS San Diego, CA | View Report | |
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Lpl Financial LLC
Registered in Rhode Island
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Boston, MA San Diego, CA | View Report | |
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Independent Financial Marketing Group, Inc.
Registered in North Carolina
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Raleigh, NC San Diego, CA | View Report | |
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Ifmg Securities, Inc.
Registered in Texas
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Purchase, NY San Diego, CA | View Report | |
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Lpl Independent Advisor Services Group LLC
Registered in California
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Boston, MA New York, NY (2 more) | View Report | |
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Uvest Financial Services Group, Inc.
Registered in Nevada
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Boston, MA | View Report |
Person/City Match:Matthew J Audette - San Diego, CA
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Waddell & Reed, Inc.
Registered in West Virginia
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Charleston, WV Overland Park, KS (1 more) | View Report | |
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Waddell & Reed, Inc.
Registered in Oregon
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San Diego, CA Overland Park, KS | View Report | |
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Waddell & Reed, Inc.
Registered in Vermont
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Jeffersonville, VT San Diego, CA (1 more) | View Report | |
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Waddell & Reed, Inc.
Registered in California
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San Diego, CA Overland Park, KS | View Report | |
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Waddell & Reed, Inc.
Registered in Idaho
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Overland Park, KS San Diego, CA (1 more) | View Report | |
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Independent Advisers Group Corporation
Registered in North Carolina
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Raleigh, NC San Diego, CA | View Report | |
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Waddell & Reed, Inc.
Registered in North Carolina
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Raleigh, NC San Diego, CA | View Report | |
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Waddell & Reed, Inc.
Registered in New Hampshire
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San Diego, CA Overland Park, KS | View Report |
Sources
The following government agencies have contributed data:
• Nevada Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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