Jerry R Madrid

Current Employers

Employment History

• 07/2009 → Present
  Lpl Financial Llc
  Manhattan Beach, CA
• 01/2015 → Present
  Madrid Financial Services
  Manhattan Beach, CA

Previous Registrations

• 2005-08-17 → 2009-07-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Newport Beach, CA
• 2003-04-14 → 2005-09-02
  Ubs Financial Services Inc.
  Newport Beach, CA

Other Businesses

(1) 05/21/2009: MADRID FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). (2) 03/23/2015: MADRID RETIREMENT ADVISORS - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 04/01/2015 - 160 Hours Per Month/40 Hours During Securities Trading. (3) 9/22/2015 - Madrid Financial Services, Inc - DBA: (Hybrid) Madrid Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/10/2015 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Madrid Financial Services, Inc, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 7/10/2018 - Madrid Financial Services - DBA: (Hybrid) Madrid Retirement Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/01/2018 - 40 Hours Per Month During Securities Trading. (5) 6/7/2021 - Full Circle Media - Not Investment Related - 2123 PIONEER AVE CHEYENNE, WY 82001 - Business Entity For Tax/Investment Purposes Only - President - Start Date: 1/1/2021 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-11

Designations

Other Names

• Jerry Madrid
• Randy Madrid