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Jordan Searle Priest

LPl Financial LLC

Fontana, CA

Anaheim, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-07-17
  • CA RA
    APPROVED
    Since 2019-07-17

Branch Locations

9389 Cherry Ave, Fontana, CA 92335 • United States

138 S. Imperial Highway, Anaheim, CA 92807 • 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
Ct Corporation - A Wolters Kluwer Company Irvine CA 10/2015 05/2018
Benefit Funding Retirement Services Anaheim CA 05/2018 09/2018
Royal Alliance Anaheim CA 09/2018 07/2019
Lpl Financial Anaheim CA 07/2019 Present
  • 10/2015 → 05/2018
    Ct Corporation - A Wolters Kluwer Company
    Irvine, CA
  • 05/2018 → 09/2018
    Benefit Funding Retirement Services
    Anaheim, CA
  • 09/2018 → 07/2019
    Royal Alliance
    Anaheim, CA
  • 07/2019 → Present
    Lpl Financial
    Anaheim, CA
Previous Registrations
Other Businesses

1)01/2008 - DBA for LPL Business (entity for LPL business) - BENEFIT FUNDING RETIREMENT SERVICES - 90% - INVESTMENT RELATED - ANAHEIM, CA 92807

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-23
  • S66 Uniform Combined State Law Examination
    2019-01-23

View on SEC IAPD

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