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Jian Gregory Boldi

LPl Financial LLC

Chandler, AZ

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-16
CA RA APPROVED 2008-03-24
  • TX RA
    APPROVED_RES
    Since 2024-07-16
  • CA RA
    APPROVED
    Since 2008-03-24

Branch Locations

3910 S Alma School Rd Ste 8, Chandler, AZ 85248-4498 • 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
Lpl Financial Llc Chandler AZ 10/2006 Present
Other Businesses

1. 04/10/13 - FOR ACCOUNTING PURPOSES ONLY - 98% OF TIME SPENT - BOLDI FINANCIAL SERVICES, LLC - I CREATED A LLC (BOLDI FINANCIAL SERVICES) FOR ACCOUNTING PURPOSES. I DO NOT PLAN ON ADVERTISING THE NAME AT THIS TIME AND PLAN TO CONTINUE TO USE LPL FINANCIAL IN MY MARKETING EFFORTS. 2. 03/03/2015 - NO BUSINESS NAME - INV REL - 718 W. Rio Salado; Mesa AZ and 947 S. 35th Pl; Mesa AZ - REAL ESTATE RENTAL - TIME SPENT 2 HOURS PER MONTH - 718 W. RIO SALADO; MESA AZ 3. 03/05/2015 - NO BUSINESS NAME - INV REL - 947 S. 35th Pl. Mesa AZ - Real Estate Rental - START 11/01/2015 - I HOUR PER MONTH - We own a rental property at 947 S 35th Pl in Mesa AZ which is rented out. 4. 12/1/2016: Arizona Investment Network, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance. 5. 12/1/2016: The Arizona Group - Investment Related - 3325 E Baseline Rd.; Gilbert, AZ 85234 - Non-Variable Insurance - Start 12/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Fixed insurance. 6. 7/20/2017 - No Business Name - Investment Related - Savannah, GA - Real Estate Rental - Started 06/30/2017 - 1 Hour Per Month During Securities Trading - Purchased a rental property. 7. 11/07/2023 - Real Estate Rental - Investment Related - Chandler. AZ - Start Date 05/01/2023 - 1 Hour Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-22
S63 Uniform Securities Agent State Law Examination 2007-08-11
  • S65 Uniform Investment Adviser Law Examination
    2008-03-22
  • S63 Uniform Securities Agent State Law Examination
    2007-08-11

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