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Ian Ananda Lucas

LPl Financial LLC

San Diego, CA

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

San Diego, CA • United States

16789 Bernardo Center Dr, San Diego, CA 92128 • 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
Graham Investment Management, Inc. San Diego CA 03/2007 04/2020
Lpl Financial Llc San Diego CA 11/2024 Present
Vx Logistics Llc San Diego AR 04/2020 Present
  • 03/2007 → 04/2020
    Graham Investment Management, Inc.
    San Diego, CA
  • 11/2024 → Present
    Lpl Financial Llc
    San Diego, CA
  • 04/2020 → Present
    Vx Logistics Llc
    San Diego, AR
Previous Registrations
  • 2007-03-19 → 2023-11-30
    Graham Investment Management, Inc.
    San Diego, CA
  • 2015-05-28 → 2016-08-31
    Hummingbird
    San Diego, CA
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-02-01
  • S65 Uniform Investment Adviser Law Examination
    2007-02-01
Other Names
  • Ian Ananda Lucas
  • Ian Ananda Lucas
  • Ian Lucas

View on SEC IAPD

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