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Timothy John Truebenbach

LPl Financial LLC

Tacoma, WA

San Diego, CA

Tacoma, WA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-10
WA RA APPROVED 2022-11-10
  • TX RA
    APPROVED
    Since 2022-11-10
  • WA RA
    APPROVED
    Since 2022-11-10

Branch Locations

909 A St, Suite, Tacoma, WA 98402 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

909 A Street, Suite 100, Tacoma, WA 98402 • 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
Morgan Stanley Smith Barney Tacoma WA 06/2009 11/2022
Morgan Stanley Private Bank, National Association New York NY 01/2015 11/2022
Lpl Financial Llc Tacoma WA 11/2022 Present
Morgan Stanley Private Bank, N.A New York NY 01/2015 Present
  • 06/2009 → 11/2022
    Morgan Stanley Smith Barney
    Tacoma, WA
  • 01/2015 → 11/2022
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 11/2022 → Present
    Lpl Financial Llc
    Tacoma, WA
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-06-04
S65 Uniform Investment Adviser Law Examination 2000-09-08
  • S63 Uniform Securities Agent State Law Examination
    2008-06-04
  • S65 Uniform Investment Adviser Law Examination
    2000-09-08
Designations
Other Names
  • Timothy Truebenbach

View on SEC IAPD

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