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Morton Lee Lipman

LPl Financial LLC

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 APPROVED 2021-08-10
  • CA RA
    APPROVED
    Since 2021-08-10

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • 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 San Diego CA 09/2007 Present
Ra Snyder Properties San Diego CA 04/2004 10/2018
  • 09/2007 → Present
    Lpl Financial
    San Diego, CA
  • 04/2004 → 10/2018
    Ra Snyder Properties
    San Diego, CA
Other Businesses

1. 05/28/2025 - Public Authority - Other - In-Home Supportive Services (IHSS) - Investment Related - Home Based - Start Date:07/01/2025 - 200 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
  • S66 Uniform Combined State Law Examination
    2021-08-06

View on SEC IAPD

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