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Edward Luke Vallar

LPl Financial LLC

Huntington Station, NY

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-03
  • NY RA
    APPROVED
    Since 2024-01-03

Branch Locations

67 Luyster St, Huntington Station, NY 11746 • 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
OrganizationCityStateFromTo
Pj Robb Variable Corp Farmington CT 05/2010 05/2018
Foundation Retirement Plan Consultants, Inc Valley Stream NY 02/2014 12/2018
Roundangle Advisors Llc Red Bank NJ 01/2015 04/2023
Unemployed Huntington Station NY 04/2023 12/2023
Lpl Financial, Llc Huntington Station NY 12/2023 Present
  • 05/2010 → 05/2018
    Pj Robb Variable Corp
    Farmington, CT
  • 02/2014 → 12/2018
    Foundation Retirement Plan Consultants, Inc
    Valley Stream, NY
  • 01/2015 → 04/2023
    Roundangle Advisors Llc
    Red Bank, NJ
  • 04/2023 → 12/2023
    Unemployed
    Huntington Station, NY
  • 12/2023 → Present
    Lpl Financial, Llc
    Huntington Station, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-05-12
  • S63 Uniform Securities Agent State Law Examination
    1999-05-12
Designations
Other Names
  • Edward Luke Vallar
  • Edward L Vallar

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
THE PINNACLE FINANCIAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Angela Maria Saladino
Marc Adam Selanikio
Edward Zbytniewski
MUSTAFA YAQUBIE
Michael S Walsh
David MICHAEL Hanford
PETER DAVID GOLD
Evelyn Geovanna Carrera

Other Offices

J.P. MORGAN SECURITIES LLC · HUNTINGTON STATION, NY
CHARLES SCHWAB & CO., INC. · Huntington Station, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTINGTON STATION, NY
EAGLE STRATEGIES LLC · HUNTINGTON STATION, NY
LPL FINANCIAL LLC · SOUTH HUNTINGTON, NY
SNYDER WEALTH GROUP · Huntington Station, NY
LPL FINANCIAL LLC · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · Huntington Station, NY

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