Meliora Brielle Rosin

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

• 02/2020 → 10/2021
  Nylife Securities Llc
  San Antonio, TX
• 08/2019 → 10/2021
  New York Life Insurance Co
  San Antonio, TX
• 09/2016 → Present
  Earl Cobb Dance Studio
  San Antonio, TX
• 05/2017 → 09/2019
  Vitamin Shoppe
  San Antonio, TX
• 08/2015 → 05/2019
  Utsa
  San Antonio, TX
• 12/2016 → 01/2018
  Foot Locker Inc.
  San Antonio, TX
• 09/2018 → 04/2020
  Strategic Grouping
  New York, NY
• 10/2021 → 07/2024
  Ameriprise Financial Services Llc
  San Antonio, TX
• 08/2024 → Present
  Lpl Financial Llc
  San Antonio, TX

Previous Registrations

• 2024-03-26 → 2024-07-30
  Ameriprise Financial Services, Llc
  San Antonio, TX
  San Antonio, TX

Other Businesses

1- 10/2024 / Transformational Advisory Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 10/2024 / Earl Cobb Dance Studio / Outside Employment / Not Investment Related / 30 hrs mth / Start date: 06/01/2016

Exams

• S66 Uniform Combined State Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2020-07-30

Other Names

• Meliora Brielle Rosin
• Meliora Rosin