Lloyd Jon Engleman

Current Employers

Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-06
TX	RA	APPROVED_RES	2024-01-22

CA RA
APPROVED

Since 2026-03-06
TX RA
APPROVED_RES

Since 2024-01-22

Branch Locations

4160 Temescal Canyon Road Suite 214, Corona, CA 92883 • United States

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • 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

Organization	City	State	From	To
Lpl Financial, Llc	Riverside	CA	11/2010	12/2018
Independent Financial Partners	Tampa	FL	12/2010	12/2018
Resources Investment Advisors	Overland Park	KS	12/2018	12/2021
Triad Advisors	Norcross	GA	01/2019	03/2021
Nfp Retirement Inc.	Aliso Viejo	CA	12/2021	07/2023
Kestra Investment Services, Llc	Austin	TX	01/2022	05/2022
Alkeme Financial Services, Llc	Ladera Ranch	CA	04/2022	Present
Accelerate Retirement	Aliso Viejo	CA	05/2023	Present

11/2010 → 12/2018

Lpl Financial, Llc

Riverside, CA
12/2010 → 12/2018

Independent Financial Partners

Tampa, FL
12/2018 → 12/2021

Resources Investment Advisors

Overland Park, KS
01/2019 → 03/2021

Triad Advisors

Norcross, GA
12/2021 → 07/2023

Nfp Retirement Inc.

Aliso Viejo, CA
01/2022 → 05/2022

Kestra Investment Services, Llc

Austin, TX
04/2022 → Present

Alkeme Financial Services, Llc

Ladera Ranch, CA
05/2023 → Present

Accelerate Retirement

Aliso Viejo, CA

Previous Registrations

2021-12-02 → 2023-07-31

Wealthspire Retirement Advisory

Aliso Viejo, CA
2018-12-03 → 2022-01-06

Onedigital

San Diego, CA

Overland Park, KS
2015-12-07 → 2018-12-31

Lpl Financial Llc

Riverside, CA

Bryan, OH

Riverside, CA
2014-08-19 → 2018-12-31

Independent Financial Partners

Tampa, FL

Riverside, CA

Other Businesses

1) Backnine Insurance;not investment related;310 N. Westlake Blvd,Ste 240,Westlake Village,CA 91362;insurance products;insurance broker;1/2014;10 hrs/month;1 hr during trading;provide fixed insurance products to clients 2) Victoria Club,2521 Arroyo Drive, Riverside CA 92506. Board Member since 12/01/2021- 4 hr per month, monthly meeting none during trading hours. Not Investment Related BACK NINE INSURANCE POSITION: Insurance Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2022 ADDRESS: 310 N. Westlake Blvd.. Ste 240, Westlake Village CA 91362, United States DESCRIPTION: Sell fixed insurance 4) VICTORIA COUNTRY CLUB BOARD OF DIRECTORS POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 2521 Arroyo Drive, Riverside CA 92506, United States DESCRIPTION: Discuss issues of the Club and Vote to pass them.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-08-18
S63	Uniform Securities Agent State Law Examination	2000-04-21

S65 Uniform Investment Adviser Law Examination

2014-08-18
S63 Uniform Securities Agent State Law Examination

2000-04-21

View on SEC IAPD