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Dejan Tasich

LPl Financial LLC

Escondido, CA

Escondido, CA

San Marcos, CA

Temecula, CA

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-29
CA RA APPROVED 2011-08-02
  • TX RA
    APPROVED_RES
    Since 2024-08-29
  • CA RA
    APPROVED
    Since 2011-08-02

Branch Locations

1875 Centre City Pkwy, Escondido, CA 92025 • United States

150 E Valley Pkwy, Escondido, CA 92025 • United States

790 West San Marcos Blvd, San Marcos, CA 92078 • United States

Temecula, CA • United States

9974 Scripps Ranch Blvd, San Diego, CA 92131 • 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
OrganizationCityStateFromTo
San Diego County Credit Union San Marcos CA 08/2011 Present
Lpl Financial Llc Charlotte NC 08/2011 Present
  • 08/2011 → Present
    San Diego County Credit Union
    San Marcos, CA
  • 08/2011 → Present
    Lpl Financial Llc
    Charlotte, NC
Previous Registrations
  • 2009-07-16 → 2011-07-20
    Cuso Financial Services, L.P.
    La Mesa, CA
    San Diego, CA
  • 2009-05-02 → 2009-07-13
    Chase Investment Services Corp.
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2005-10-18 → 2009-05-02
    Wamu Investments, Inc.
    San Diego, CA
    San Diego, CA
    Poway, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2001-09-21 → 2005-10-03
    Ameriprise Financial Services, Llc
    San Diego, CA
Other Businesses

1. 07/28/2011 - DBA ONLY - SDCCU MEMBER INVESTMENT SERVICES 2. 01/08/2013: DBA ONLY / SDCCU INVESTMENT SERVICES / SAN MARCOS, CA

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-17
  • S66 Uniform Combined State Law Examination
    2001-09-17

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC

Other Investors

SHANE J KOCHON
CURT MATHEW BEYER
Natalie Dawn Slemp
Rene' A Flores
Darion D Haggerty
Noah McKemy
Kristina Clara Kemper Allardice
Rosario Scappaticci

Other Offices

HARVESTWISE WEALTH PLANNING · ESCONDIDO, CA
LPL FINANCIAL LLC · ESCONDIDO, CA
EDWARD JONES · ESCONDIDO, CA
RED SEVEN · ESCONDIDO, CA
J.P. MORGAN SECURITIES LLC · ESCONDIDO, CA
LPL FINANCIAL LLC · ESCONDIDO, CA
AMERITAS ADVISORY SERVICES, LLC · ESCONDIDO, CA
U.S. BANCORP ADVISORS, LLC · Escondido, CA

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