York Aparicio Mendoza

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 01/2017
  Traveling And Playing Soccer
  Atlanta, GA
• 01/2017 → 04/2017
  Epiq Systems
  Beaverton, OR
• 04/2017 → 04/2023
  Pearson Financial Group
  Lake Oswego, OR
• 02/2018 → 09/2020
  Lpl Financial Llc
  Lake Oswego, OR
• 06/2022 → 04/2023
  Sagepoint Financial, Inc.
  Lake Oswego, OR
• 05/2023 → 04/2025
  Ameriprise Financial Services, Llc
  Portland, OR
• 05/2025 → Present
  Lpl Financial
  Salem, OR

Other Businesses

1. 06/02/2025- Financial Freedom Wealth Management Group- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s)- 160 Hrs Per Mnth/20 Hrs During Trading- Start Date 05/19/2025

Exams

• S66 Uniform Combined State Law Examination
  2025-05-24