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Stephen Eric Merle

LPl Financial LLC

El Dorado Hills, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-26
OR RA APPROVED 2024-11-26
TX RA APPROVED_RES 2021-10-05
WA RA APPROVED 2017-03-06
  • CA RA
    APPROVED
    Since 2024-11-26
  • OR RA
    APPROVED
    Since 2024-11-26
  • TX RA
    APPROVED_RES
    Since 2021-10-05
  • WA RA
    APPROVED
    Since 2017-03-06

Branch Locations

981 Governor Dr, Ste 101, El Dorado Hills, CA 95762 • 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
Linsco Private Ledger El Dorado Hills CA 02/2007 Present
  • 02/2007 → Present
    Linsco Private Ledger
    El Dorado Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-26
S63 Uniform Securities Agent State Law Examination 2007-04-17
  • S66 Uniform Combined State Law Examination
    2007-11-26
  • S63 Uniform Securities Agent State Law Examination
    2007-04-17
Other Names
  • Stephen Eric Merle

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

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