Laura Villotastella

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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-19

TX RA
APPROVED

Since 2023-10-19

Branch Locations

Round Rock, TX • United States

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

Organization	City	State	From	To
Crossroads Financial Services	Austin	TX	07/2016	02/2019
Dimensional Fund Advisors	Austin	TX	02/2019	04/2023
Lpl Financial Llc	Austin	TX	10/2023	Present
Unemployed	Austin	TX	04/2023	10/2023

07/2016 → 02/2019

Crossroads Financial Services

Austin, TX
02/2019 → 04/2023

Dimensional Fund Advisors

Austin, TX
10/2023 → Present

Lpl Financial Llc

Austin, TX
04/2023 → 10/2023

Unemployed

Austin, TX

Previous Registrations

2019-05-16 → 2023-04-25

Dimensional Fund Advisors Lp

Austin, TX

Other Businesses

1) 9/25/2023- Stella Group LLC - Business Owner- selling crafts - non-inv. related- Austin, TX - start date 7/14/2023- 1hr/mth 2) 3/25/2023- Real Estate Rental - Property co-owner- Inv. related- Austin, TX - start date 2/1/2022- 1hr/mth

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-14
S63	Uniform Securities Agent State Law Examination	2016-11-09

S66 Uniform Combined State Law Examination

2019-05-14
S63 Uniform Securities Agent State Law Examination

2016-11-09

Other Names

Laura Villota Stella

View on SEC IAPD