Carly Lynne Lambeth

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-04-02

CA RA
APPROVED

Since 2026-04-02

Branch Locations

300 E State Street Ste 500, Redlands, CA 92373 • 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

Organization	City	State	From	To
Retirement Wealth Group Inc.	Redlands	CA	03/2025	Present
Ponte Winery And Family Estates	Temecula	CA	06/2022	12/2024
Loyola University Chicago	Chicago	IL	08/2018	05/2022
Citrus Valley High School	Highland	CA	08/2014	06/2018
Lpl Financial	Redlands	CA	03/2025	Present
Thrivent Financial	Temecula	CA	01/2025	03/2025

03/2025 → Present

Retirement Wealth Group Inc.

Redlands, CA
06/2022 → 12/2024

Ponte Winery And Family Estates

Temecula, CA
08/2018 → 05/2022

Loyola University Chicago

Chicago, IL
08/2014 → 06/2018

Citrus Valley High School

Highland, CA
03/2025 → Present

Lpl Financial

Redlands, CA
01/2025 → 03/2025

Thrivent Financial

Temecula, CA

Other Businesses

1. 04/2025 - Retirement Wealth Group Inc. - DBA for LPL Business (entity for LPL business) - Investment related - 40 Hour(s)/Month - 40 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/4/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-03-27

S66 Uniform Combined State Law Examination

2026-03-27

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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