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Benjamin Forrest Guizlo

LPl Financial LLC

Riverside, 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 2021-07-21
TX RA APPROVED_RES 2021-07-21
  • CA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED_RES
    Since 2021-07-21

Branch Locations

3850 Vine St, Ste 100A, Riverside, CA 92507-4268 • 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
Waddell & Reed, Inc Riverside CA 05/2012 07/2021
Various Insurance Carriers For W & R Insurance Agencies Riverside CA 05/2012 07/2021
Pick Group Riverside CA 06/2015 09/2020
Mission Inn Foundation Riverside CA 07/2016 06/2017
Grace Community Church Riverside CA 09/2016 07/2021
Enduring Business Management Riverside CA 11/2020 07/2021
Lpl Financial Llc Riverside CA 07/2021 Present
  • 05/2012 → 07/2021
    Waddell & Reed, Inc
    Riverside, CA
  • 05/2012 → 07/2021
    Various Insurance Carriers For W & R Insurance Agencies
    Riverside, CA
  • 06/2015 → 09/2020
    Pick Group
    Riverside, CA
  • 07/2016 → 06/2017
    Mission Inn Foundation
    Riverside, CA
  • 09/2016 → 07/2021
    Grace Community Church
    Riverside, CA
  • 11/2020 → 07/2021
    Enduring Business Management
    Riverside, CA
  • 07/2021 → Present
    Riverside, CA
Previous Registrations
  • 2012-05-25 → 2021-07-21
    Waddell & Reed
    Riverside, CA
    Las Vegas, NV
    Riverside, CA
  • 2011-03-07 → 2012-02-24
    Logos Wealth Advisors, Inc.
    Rancho Cucamonga, CA
  • 2010-03-04 → 2010-12-31
    Logos Wealth Advisors, Inc.
  • 2010-01-14 → 2010-01-21
    Logos Wealth Advisors, Inc.
  • 2009-04-09 → 2009-12-31
    Logos Wealth Advisors, Inc.
    Rancho Cucamonga, CA
  • 2009-01-13 → 2009-04-16
    Rancho Cucamonga, CA
Other Businesses

1) 11/9/2020- Enduring Business Management- Business Entity For Tax/Investment Purposes Only- owner- non-inv. related- Riverside, CA- 0hrs/mth 2) 7/21/2021- Benjamin Guizlo Insurance- Non-Variable Insurance- inv. related- Riverside, CA- 3) 5/2021- Planable Wealth- DBA for LPL Business (entity for LPL business)- inv. related- Riverside, CA 4) 9/1/2016- Grace Community Church- Outside/W-2 Employment- maintain sound and video equipment for the church- non-inv. realated- Riverside , CA

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-02-06
S66 Uniform Combined State Law Examination 2008-11-11
  • S63 Uniform Securities Agent State Law Examination
    2013-02-06
  • S66 Uniform Combined State Law Examination
    2008-11-11

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