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Devan J Vellios

LPl Financial LLC

Ventura, 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 2025-05-15
  • CA RA
    APPROVED
    Since 2025-05-15

Branch Locations

6026 Telephone Road, Ventura, CA 93003 • 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
Raymond James Financial Services, Inc. Torrance CA 06/2016 11/2016
Edward Jones St. Louis MO 01/2017 05/2019
Citigroup Westlake Village CA 05/2019 06/2023
Cuso Financial Services, Lp San Diego CA 06/2023 05/2025
Ventura Country Credit Union Oxnard CA 06/2023 Present
Lpl Financial Llc Ventura CA 05/2025 Present
  • 06/2016 → 11/2016
    Raymond James Financial Services, Inc.
    Torrance, CA
  • 01/2017 → 05/2019
    St. Louis, MO
  • 05/2019 → 06/2023
    Citigroup
    Westlake Village, CA
  • 06/2023 → 05/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 06/2023 → Present
    Ventura Country Credit Union
    Oxnard, CA
  • 05/2025 → Present
    Ventura, CA
Previous Registrations
  • 2023-06-07 → 2025-05-15
    Cuso Financial Services, L.P.
    Ventura, CA
  • 2019-05-21 → 2023-05-19
    La Canada-Flintridge, CA
    Ft Lauderdale, FL
    Ft Lauderdale, FL
    Thousand Oaks, CA
    Simi Valley, CA
    Agoura Hills, CA
    Ft Lauderdale, FL
    Fresno, CA
    Newbury Park, CA
    Fort Mill, SC
    San Francisco, CA
    Ft Lauderdale, FL
    San Antonio, TX
    Calabasas, CA
  • 2017-04-07 → 2018-09-11
    Winnetka, CA
    St Louis, MO
    Winnetka, CA
    Calabasas, CA
Other Businesses

1- 05/15/2025 - Wealth Management at Ventura County Credit Union - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/28/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-30
S63 Uniform Securities Agent State Law Examination 2005-08-05
  • S66 Uniform Combined State Law Examination
    2017-01-30
  • S63 Uniform Securities Agent State Law Examination
    2005-08-05
Other Names
  • Devan Vellios
  • Devan Jerome Vellios

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