Michael David Lambrix

Current Employers

Employment History

• 01/2013 → 08/2025
  Commonwealth Financial Network
  San Diego, CA
• 08/2025 → Present
  Kestra Investment Services, Llc
  Fallbrook, CA
• 08/2025 → Present
  Kestra Advisory Services, Llc
  Fallbrook, CA

Previous Registrations

• 2013-01-18 → 2025-08-08
  Commonwealth Financial Network
  San Diego, CA
  San Diego, CA
  Prescott, AZ
  Fallbrook, CA
  Prescott, AZ
• 2008-09-02 → 2013-01-30
  Sii Investments, Inc.
  San Marcos, CA
  Appleton, WI
  San Ramon, CA
• 2006-10-13 → 2008-12-31
  The Retirement Group
  San Diego, CA
• 2006-07-12 → 2006-10-04
  Ssn Advisory, Inc.
  San Diego, CA
• 2002-01-02 → 2006-08-28
  The Retirement Group
  San Diego, CA

Other Businesses

Name: MONARCH RETIREMENT GROUP POSITION: Owner/member NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/06/2025 ADDRESS: 724 Rainbow Crest Rd, Fallbrook CA 92028, United States DESCRIPTION: Strategic management of group. DBA for our securities business. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/07/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Exams

• S66 Uniform Combined State Law Examination
  2000-12-27

Other Names

• Michael D Lambrix