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Joshua Abraham Minkstein

LPl Financial LLC

Roseville, 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 2026-07-16
CA RA APPROVED 2007-02-09
  • TX RA
    APPROVED
    Since 2026-07-16
  • CA RA
    APPROVED
    Since 2007-02-09

Branch Locations

915 Highland Pointe Dr Ste 250, Roseville, CA 95678-5421 • 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
Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) Roseville CA 01/2007 Present
Becker Financial Group Roseville CA 04/2012 Present
  • 01/2007 → Present
    Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
    Roseville, CA
  • 04/2012 → Present
    Becker Financial Group
    Roseville, CA
Previous Registrations
  • 2007-02-20 → 2024-08-01
    Becker Financial Group
    Roseville, CA
    Roseville, CA
Other Businesses

(1) 7/12/2013: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BECKER FINANCIAL GROUP - INVESTMENT RELATED - ROSEVILLE, CA.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-08
S63 Uniform Securities Agent State Law Examination 2005-03-17
  • S65 Uniform Investment Adviser Law Examination
    2007-02-08
  • S63 Uniform Securities Agent State Law Examination
    2005-03-17

View on SEC IAPD

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Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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