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Luz Elia Meraz-Johnson

LPl Financial LLC

Granite Bay, CA

CRD 5272825

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-08-08
CA RA APPROVED 2010-04-22
  • TX RA
    APPROVED_RES
    Since 2014-08-08
  • CA RA
    APPROVED
    Since 2010-04-22

Branch Locations

5930 Granite Lake Dr Ste 170, Granite Bay, CA 95746 • 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 Orangevale CA 04/2010 Present
Previous Registrations
  • 2007-04-27 → 2010-01-29
    Folsom, CA
    Folsom, CA
    St Louis, MO
    Folsom, CA
Other Businesses

1. 12/02/2014 - Athene Annuity - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date:11/18/2014 - 1 Hrs/Mth - 1 Hrs During Trading. 2. 05/20/2015 - Doterra- Wellness Advocate - Other - Doterra - Not Investment Related -Home Based - Start Date:05/01/2015 - 10 Hrs/Mth - 4 Hrs During Trading. 3. 10/21/2019 - Investment related - At reported business location(s) - Real Estate Rental - start date:11/01/2019 - 0 hrs/mo - 0 hrs during trading. 4. 11/18/2020 - Sentinel Security Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Producer - Started 11/16/2020 - 1 hrs/mo - 1 hrs during trading. 5.03/31/2021- Fidelity & Guaranty Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2020 - 1 Hrs/Mth - 1 Hrs During Trading. 6. 10/30/2025- Aging Well of CA LLC- Other - Training & Education Program- INV Related- At Orangevale, CA- Start date 09/01/2024- 5 Hours Per Month- 5 Hours During Trading 7. 12/17/2025 - Midland National - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 5 hours per month/ during trading 8. 01/15/2026 - OneAmerica Life Insurance - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/07/2026 - 1 hour per month/ during trading 9. 02/18/2026 - Insurance - Non-Variable Insurance - Outside Insurance Sales - Investment Related - At Reported Business Location(s) - Start Date 02/13/2026 - 5 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-26
  • S66 Uniform Combined State Law Examination
    2007-04-26
Other Names
  • Luz Meraz-Johnson
  • Luz Elia Meraz

View on SEC IAPD

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