Aaron Cosmo Montez

Current Employers

Employment History

• 05/2014 → 08/2023
  Lincoln Financial Advisors Corporation
  Peoria, AZ
• 08/2023 → Present
  Lpl Financial Llc
  Peoria, AZ

Previous Registrations

• 2014-05-01 → 2023-08-21
  Osaic Fa, Inc.
  Peoria, AZ
• 2004-09-23 → 2014-05-09
  Equitable Advisors, Llc
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1- 08/21/2023 - Montez Consulting LLC - Business Entity For Tax/Investment Purposes Only - AZ 85382 - Not investment related -Start date: 1/1/2022 - 2 Hrs/Mth - 0 Hrs During Trading. 2- 08/21/2023 - AARON MONTEZ FINANCIAL, PLLC - Business Entity For Tax/Investment Purposes Only - AZ, 85382 - Not investment related - Start date: 02/24/2017 - 0 Hrs/Mth - 0 Hrs During Trading -1% time spent. 3- 08/21/2023 - VALIDUS FINANCIAL ASSOCIATES, PLLC. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:5/1/2014 - 2 Hrs/Mth - 0 Hrs During Trading. 4- 08/21/2023- VFA HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only - AZ 85382 - Not investment related - Start date: 6/10/2019 - 1 Hrs/Mth - 0 Hrs During Trading. 5- 08/01/2025 - Crump - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:08/01/2025 - 2 Hrs/Mth - 1 Hrs During Trading. 6- 04/30/2026- Validus Financial Holdings, LLC- Business Entity For Tax/Investment Purposes Only - Not Investment Related - Peoria, AZ - Start Date 04/01/2026 - 160 hours per month/ 40 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2003-11-08
• S63 Uniform Securities Agent State Law Examination
  2000-01-26

Designations