Bridy Condon Oreshack

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2003 → 09/2019
  Mml Investors Services, Llc
  San Diego, CA
• 01/2003 → 09/2019
  Massmutual Life Insurance Co
  San Diego, CA
• 09/2019 → Present
  Lpl Financial Llc
  San Diego, CA

Previous Registrations

• 2003-09-02 → 2019-10-10
  Mml Investors Services, Llc
  La Jolla, CA
  La Jolla, CA
  San Diego, CA

Other Businesses

1) 7/2007 - Non-Variable Insurance - Asset Protection & Wealth Management - Investment Related - San Diego, CA 2) 6/2014 - DBA for LPL Business (entity for LPL business) - Asset Protection & Wealth Management - Investment Related - San Diego, CA 3) 6/2014 - Other - INGENIEUX CONSULTING LLC - Not Investment Related - 15540 Tanner Ridge Rd, San Diego, CA 92127. 4) 1/6/2020 - No Business Name - Investment Related - San Diego, CA 92109 - Real Estate Rental - Started 12/21/2019 - 1 Hour Per Month During Securities Trading. 5) 4/15/2020 - Ash Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Referral Agent - Started 01/29/2020 2 Hours Per Month During Securities Trading. 6) 09/26/2024 - La Mesa Bookkeeping, LLC - Other - Bookkeeping - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-03-29

Other Names

• Bridy Lynn Condon
• Bridy Lynn Condon
• Bridy Lynn Condon Oreshack
• Bridy Lynn Oreshack