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Danial Matthew Khan

LPl Financial LLC

Palo Alto, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

1860 Embarcadero Road, Palo Alto, CA 94303 • 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
Walgreens Clarence NY 08/2011 06/2017
Habitat For Humanity Buffalo Buffalo NY 06/2019 08/2019
Homeless Alliance Of Wny Buffalo NY 09/2019 06/2020
Suny University At Buffalo Buffalo NY 09/2018 06/2021
Wedi Buffalo NY 09/2020 06/2021
Suny University At Buffalo, Americorps Eoc Buffalo NY 10/2021 05/2022
Stanford University Stanford CA 06/2022 02/2025
Stanford Federal Credit Union Palo Alto CA 03/2025 Present
Lpl Financial Palo Alto CA 07/2025 Present
Unemployed (Gap Year Between Undergrad And Grad School) Buffalo NY 07/2017 09/2018
Unemployed (Post-Graduation, Job-Searching) Buffalo NY 06/2021 09/2021
Student (University At Buffalo) Buffalo NY 09/2018 06/2021
Mariner Independent Advisor Network Overland Park KS 01/2026 Present
  • 08/2011 → 06/2017
    Walgreens
    Clarence, NY
  • 06/2019 → 08/2019
    Habitat For Humanity Buffalo
    Buffalo, NY
  • 09/2019 → 06/2020
    Homeless Alliance Of Wny
    Buffalo, NY
  • 09/2018 → 06/2021
    Suny University At Buffalo
    Buffalo, NY
  • 09/2020 → 06/2021
    Wedi
    Buffalo, NY
  • 10/2021 → 05/2022
    Suny University At Buffalo, Americorps Eoc
    Buffalo, NY
  • 06/2022 → 02/2025
    Stanford University
    Stanford, CA
  • 03/2025 → Present
    Stanford Federal Credit Union
    Palo Alto, CA
  • 07/2025 → Present
    Lpl Financial
    Palo Alto, CA
  • 07/2017 → 09/2018
    Unemployed (Gap Year Between Undergrad And Grad School)
    Buffalo, NY
  • 06/2021 → 09/2021
    Unemployed (Post-Graduation, Job-Searching)
    Buffalo, NY
  • 09/2018 → 06/2021
    Student (University At Buffalo)
    Buffalo, NY
  • 01/2026 → Present
    Mariner Independent Advisor Network
    Overland Park, KS
Previous Registrations
Other Businesses

1- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stanford Federal CU / Investment Related / 160 hrs mth / 8 hrs during trading / Start date: 03/03/2025 2- 07/2025 / Stanford Federal Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 01/2026 - Stanford Federal Credit Union ,Investment related, Palo Alto, CA, Offering investment services through Mariner Independent Advisor Network, start date; 01/2026, 160 hours per month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-12
  • S66 Uniform Combined State Law Examination
    2025-12-12
Other Names
  • Danial Khan

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