Christopher Julio Rodriguez

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Dos Pueblos High School	Goleta	CA	06/2015	06/2020
Illinois Wesleyan University	Bloomington	IL	08/2020	12/2023
Target	Goleta	CA	06/2022	08/2022
Starbucks	Santa Barbara	CA	01/2024	05/2024
Small Business Development Center Of Maclean County	Bloomington	IL	06/2023	08/2023
Vons	Santa Barbara	CA	06/2018	09/2018
Bmo Harris Bank	Chicago	IL	08/2024	Present
Lpl Financial Llc	Chicago	IL	06/2025	Present

06/2015 → 06/2020

Dos Pueblos High School

Goleta, CA
08/2020 → 12/2023

Illinois Wesleyan University

Bloomington, IL
06/2022 → 08/2022

Target

Goleta, CA
01/2024 → 05/2024

Starbucks

Santa Barbara, CA
06/2023 → 08/2023

Small Business Development Center Of Maclean County

Bloomington, IL
06/2018 → 09/2018

Vons

Santa Barbara, CA
08/2024 → Present

Bmo Harris Bank

Chicago, IL
06/2025 → Present

Lpl Financial Llc

Chicago, IL

1. 06/16/2025- BMO INVESTMENT SERVICES- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s)

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-01-30

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