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Elena Marie Frieberg

LPl Financial LLC

San Antonio, TX

CRD 7346892

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-20
  • TX RA
    APPROVED
    Since 2024-09-20

Branch Locations

17806 I-10 W Promenade 1 Ste 120, San Antonio, TX 78257 • 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
Lpl Financial Llc San Antonio TX 03/2021 Present
Amazing Lash San Antonio TX 06/2020 01/2021
Full Time Student San Antonio TX 01/2020 06/2020
Unemployed San Antonio TX 01/2021 03/2021
Lucianos San Antonio TX 05/2017 10/2018
Dr Brent Gillespie Dpm San Antonio TX 08/2018 01/2020
Sadies Albuquerque NM 06/2013 04/2017
  • 03/2021 → Present
    San Antonio, TX
  • 06/2020 → 01/2021
    Amazing Lash
    San Antonio, TX
  • 01/2020 → 06/2020
    Full Time Student
    San Antonio, TX
  • 01/2021 → 03/2021
    Unemployed
    San Antonio, TX
  • 05/2017 → 10/2018
    Lucianos
    San Antonio, TX
  • 08/2018 → 01/2020
    Dr Brent Gillespie Dpm
    San Antonio, TX
  • 06/2013 → 04/2017
    Sadies
    Albuquerque, NM
Other Businesses

1) 07/10/2024 - Notary - Investment related - San Antonio TX 78257 - 1Hour per month - Start date: 06/23/2021. 2) 07/10/2024 - Genesis Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 03/04/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17
Other Names
  • Elena Marie Martinez

View on SEC IAPD

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