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Richard Andrew Cahlin

LPl Financial LLC

Aventura, FL

Coconut Grove, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-11
FL RA APPROVED 2025-07-10
CA RA APPROVED 2025-07-09
  • NY RA
    APPROVED
    Since 2025-07-11
  • FL RA
    APPROVED
    Since 2025-07-10
  • CA RA
    APPROVED
    Since 2025-07-09

Branch Locations

20900 West Dixie Highway, Aventura, FL 33180-1131 • United States

Coconut Grove, FL • 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 Miami FL 03/2013 04/2025
Lpl Financial Llc Coconut Grove FL 07/2025 Present
Previous Registrations
  • 2013-04-02 → 2025-05-08
    Lpl Financial Llc
    Miami, FL
    Aventura, FL
  • 2013-02-14 → 2015-10-28
    Mf Financial Services
    Miami, FL
  • 2012-01-18 → 2013-01-18
    Investacorp Advisory Services Inc
    Miami, FL
  • 2007-07-05 → 2011-11-18
    National Planning Corporation
    Miami, FL
    Coral Gables, FL
  • 1999-05-11 → 2007-07-10
    Lpl Financial Llc
    N. Miami Bch, FL
    North Miami Beach, FL
Other Businesses

1)07/01/2025 - Cahlin & Associates, Inc. - CPA Services - Non-Inv Rel - Miami, FL

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-01-07
S65 Uniform Investment Adviser Law Examination 1999-07-02
  • S63 Uniform Securities Agent State Law Examination
    2016-01-07
  • S65 Uniform Investment Adviser Law Examination
    1999-07-02
Other Names
  • Richard Andrew Cahlin

View on SEC IAPD

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