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Maria Aurora Almario

LPl Financial LLC

Covina, CA

San Dimas, CA

CRD 8096208

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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

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2025-05-30
  • CA RA
    APPROVED_RES
    Since 2025-05-30

Branch Locations

Covina, CA • United States

413 E Foothill Blvd, Suite 100, San Dimas, CA 91773 • 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
Lpl Financial Llc Covina CA 05/2025 Present
Conexus Search Buyer, Llc Chicago IL 08/2023 11/2023
Global Conductor, Inc Irvine CA 05/2022 01/2023
Kaiser Permanente Oakland CA 05/2010 04/2018
Self Covina CA 05/2018 04/2022
Self Covina CA 02/2023 07/2023
Self Covina CA 12/2023 04/2025
  • 05/2025 → Present
    Lpl Financial Llc
    Covina, CA
  • 08/2023 → 11/2023
    Conexus Search Buyer, Llc
    Chicago, IL
  • 05/2022 → 01/2023
    Global Conductor, Inc
    Irvine, CA
  • 05/2010 → 04/2018
    Kaiser Permanente
    Oakland, CA
  • 05/2018 → 04/2022
    Self
    Covina, CA
  • 02/2023 → 07/2023
    Self
    Covina, CA
  • 12/2023 → 04/2025
    Self
    Covina, CA

View on SEC IAPD

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