Ivana Lotoshynski

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-07-10

NJ RA
APPROVED

Since 2025-07-10

Branch Locations

250 Passaic Ave, Ste 230, Fairfield, NJ 07004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Next Financial Group	Houston	TX	04/2012	07/2025
Lpl Financial Llc	Fairfield	NJ	07/2025	Present

04/2012 → 07/2025

Next Financial Group

Houston, TX
07/2025 → Present

Lpl Financial Llc

Fairfield, NJ

Previous Registrations

2012-04-27 → 2025-07-10

Next Financial Group, Inc.

Fairfield, NJ

Fairfield, NJ

Roseville, CA
2011-03-21 → 2012-05-15

Investment Professionals, Inc.

San Antonio, TX

Berkeley Heights, NJ

Other Businesses

1. 7/2025 - People Wealth Matters - DBA for LPL Business (entity for LPL business) - Fairfield, NJ - INV REL - Start Date 05/05/2016 - 40hrs/mth | 30hrs during trading 2. 7/2025 - Ivana Lotoshynski - Non-Variable Insurance - Fairfield, NJ - INV REL - Start Date 05/05/2016 - 10hrs/mth | 5hrs during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-03-18

S66 Uniform Combined State Law Examination

2011-03-18

Designations

Other Names

Ivana P. Lotoshynski

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews