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Marc Lawrence Delia

LPl Financial LLC

Largo, FL

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-03-23
TX RA APPROVED_RES 2022-03-18
  • FL RA
    APPROVED
    Since 2022-03-23
  • TX RA
    APPROVED_RES
    Since 2022-03-18

Branch Locations

801 West Bay Drive Suite 707, Largo, FL 33770 • 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
Lincoln Financial Advisors Corporation Largo FL 10/2015 03/2022
Lpl Financial Llc Largo FL 03/2022 Present
  • 10/2015 → 03/2022
    Lincoln Financial Advisors Corporation
    Largo, FL
  • 03/2022 → Present
    Largo, FL
Previous Registrations
  • 2015-10-22 → 2022-03-18
    Osaic Fa, Inc.
    Largo, FL
    Largo, FL
    Jacksonville, FL
  • 2014-03-06 → 2015-10-23
    Questar Asset Management, Inc.
    Largo, FL
    Minneapolis, MN
  • 2010-09-15 → 2014-02-25
    Tampa, FL
  • 2009-03-09 → 2010-08-18
    Tampa, FL
  • 2006-08-29 → 2009-01-12
    New England Securities
    Tampa, FL
    Tampa, FL
Other Businesses

1) 3/2022- Premier Planning Partners- DBA for LPL Business (entity for LPL business)- inv. related- Largo, FL 2) 3/2022- Premier Planning Partners- Non-Variable Insurance- Agent selling Life, Disability, LTCi, Medicare- inv. related- Largo FL- start date 2008- 60hrs/mth 3) 3/2022- D'Elia Financial Group- Business Entity For Tax/Investment Purposes Only- inv. related- Largo, FL- start date 2008- 200 hrs/mth 4) 11/15/2022 - Consilium Advisor Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/14/2022 - 4 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-08-14
S63 Uniform Securities Agent State Law Examination 2005-11-09
  • S65 Uniform Investment Adviser Law Examination
    2006-08-14
  • S63 Uniform Securities Agent State Law Examination
    2005-11-09
Other Names
  • Marc D'ELia
  • Marc Lawrence D'ELia

View on SEC IAPD

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