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Tai Alexandra Kotler

LPl Financial LLC

Victor, ID

Edina, MN

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
MN RA APP_PEND_IARCE 2026-01-01
ID RA APPROVED 2023-02-24
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • ID RA
    APPROVED
    Since 2023-02-24

Branch Locations

2 Teton Springs Pkwy Ste 207, Victor, ID 83455 • United States

8000 W 78Th St Ste 150, Edina, MN 55439-2543 • 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
Arazon Financial Group Edina MN 01/2022 02/2022
Orbis International New York NY 01/2021 12/2021
Arazon Financial Group Edina MN 01/2021 12/2021
Arazon Financial Group Edina MN 05/2019 12/2020
Unemployed Edina MN 03/2019 04/2019
Orbis International Beijing 07/2017 02/2019
Harbin Institute Of Technology Harbin 02/2017 07/2017
Capital Normal University Beijing 01/2017 01/2017
Harbin Institute Of Technology Harbin 09/2016 12/2016
Lpl Financial Victor ID 06/2019 Present
  • 01/2022 → 02/2022
    Arazon Financial Group
    Edina, MN
  • 01/2021 → 12/2021
    Orbis International
    New York, NY
  • 01/2021 → 12/2021
    Arazon Financial Group
    Edina, MN
  • 05/2019 → 12/2020
    Arazon Financial Group
    Edina, MN
  • 03/2019 → 04/2019
    Unemployed
    Edina, MN
  • 07/2017 → 02/2019
    Orbis International
    Beijing
  • 02/2017 → 07/2017
    Harbin Institute Of Technology
    Harbin
  • 01/2017 → 01/2017
    Capital Normal University
    Beijing
  • 09/2016 → 12/2016
    Harbin Institute Of Technology
    Harbin
  • 06/2019 → Present
    Lpl Financial
    Victor, ID
Other Businesses

1- 06/2019 / DBA for LPL Business (entity for LPL business) / Arazon Financial Group / Investment Related / Los Angeles, CA 2- 11/17/2022 - Peak Pro Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 11/02/2022 - 10 Hours Per Month/4 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-20
  • S66 Uniform Combined State Law Examination
    2022-04-20
Other Names
  • Tai Alexandra Stephan

View on SEC IAPD

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