Ryan Jason Menker

LPl Financial LLC

CRD 8088945

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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:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-13

CA RA
APPROVED

Since 2025-11-13

Branch Locations

Carlsbad, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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
Cross Street Chicken	Carlsbad	CA	07/2020	10/2020
The Crossings At Carlsbad	Carlsbad	CA	05/2021	09/2021
California Bank And Trust	Encinitas	CA	08/2022	04/2025
Lpl Financial Llc	San Diego	CA	05/2025	Present
Full-Time Education	San Diego	CA	06/2015	06/2022

07/2020 → 10/2020

Cross Street Chicken

Carlsbad, CA
05/2021 → 09/2021

The Crossings At Carlsbad

Carlsbad, CA
08/2022 → 04/2025

California Bank And Trust

Encinitas, CA
05/2025 → Present

Lpl Financial Llc

San Diego, CA
06/2015 → 06/2022

Full-Time Education

San Diego, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-13

S66 Uniform Combined State Law Examination

2025-11-13

View on SEC IAPD

More in Carlsbad, CA

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