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Michelle Marie Elliot

LPl Financial LLC

Santa Clarita, CA

Valencia, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-02-27
NC RA APPROVED 2018-05-01
IL RA APPROVED 2018-04-26
CA RA APPROVED 2018-02-14
CO RA APPROVED 2018-02-14
TX RA APPROVED_RES 2018-02-14
  • FL RA
    APPROVED
    Since 2019-02-27
  • NC RA
    APPROVED
    Since 2018-05-01
  • IL RA
    APPROVED
    Since 2018-04-26
  • CA RA
    APPROVED
    Since 2018-02-14
  • CO RA
    APPROVED
    Since 2018-02-14
  • TX RA
    APPROVED_RES
    Since 2018-02-14

Branch Locations

19085 Golden Valley Rd #115, Santa Clarita, CA 91387 • United States

26459 Bouquet Canyon Rd, Valencia, CA 91350 • 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
Logix Federal Credit Union Valencia CA 03/1992 Present
Invest Financial Corp. Tampa FL 04/2007 02/2018
Lpl Financial Llc Valencia CA 02/2018 Present
  • 03/1992 → Present
    Logix Federal Credit Union
    Valencia, CA
  • 04/2007 → 02/2018
    Invest Financial Corp.
    Tampa, FL
  • 02/2018 → Present
    Lpl Financial Llc
    Valencia, CA
Previous Registrations
  • 2011-12-15 → 2018-02-14
    Invest Financial Corporation
    Valencia, CA
    Valencia, CA
    Stevenson Ranch, CA
    Stevenson Ranch, CA
    Valencia, CA
    Santa Clarita, CA
    Stevenson Ranch, CA
    Santa Clarita, CA
    Appleton, WI
Other Businesses

1. 3/14/2018 - Logix Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-08
S63 Uniform Securities Agent State Law Examination 1994-10-24
  • S66 Uniform Combined State Law Examination
    2011-12-08
  • S63 Uniform Securities Agent State Law Examination
    1994-10-24
Other Names
  • Michelle Halford
  • Michelle Marie Stevenson

View on SEC IAPD

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