Daniel Jesus Urquidi

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

• 06/2011 → 10/2017
  Wells Fargo Bank N.A.
  Colorado Springs, CO
• 10/2017 → 11/2018
  Folium Biosciences
  Colorado Springs, CO
• 02/2019 → 05/2020
  T Rowe Price
  Colorado Springs, CO
• 05/2020 → 05/2025
  Cuso Financial Services
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Colorado Springs, CO

Previous Registrations

• 2020-05-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Colorado Springs, CO
  San Diego, CA
• 2019-06-06 → 2020-05-20
  T. Rowe Price Advisory Services, Inc.
  Colorado Springs, CO

Other Businesses

1. 5/15/2025: Air Academy Investment Group; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-06-05

Other Names

• Daniel Jesus Urquidi
• Daniel Jesus Urquidi