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Todd Bradley Doleshal

LPl Financial LLC

Carmel, 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 2024-10-24
CO RA APPROVED 2023-04-13
TX RA APPROVED 2023-04-13
  • CA RA
    APPROVED
    Since 2024-10-24
  • CO RA
    APPROVED
    Since 2023-04-13
  • TX RA
    APPROVED
    Since 2023-04-13

Branch Locations

200 Clock Tower Pl Ste B209, Carmel, CA 93923 • 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
Ameriprise Financial Services, Inc. Thornton CO 01/2012 04/2023
Lpl Financial Llc Boulder CO 04/2023 Present
  • 01/2012 → 04/2023
    Ameriprise Financial Services, Inc.
    Thornton, CO
  • 04/2023 → Present
    Lpl Financial Llc
    Boulder, CO
Previous Registrations
Other Businesses

1.09/21/2023; Doleshal-Seregos LLC; Real Estate Rental; Investment Related; Longmont,CO; Start Date 10/01/2023; 0hrs/mth; 0hrs during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-08-26
  • S66 Uniform Combined State Law Examination
    2008-08-26
Designations
Other Names
  • Todd Bradley Doleshal
  • Todd Bradley Doleshal
  • Todd Doleshal

View on SEC IAPD

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CYPRESS PATH CAPITAL, LLC · CARMEL, CA
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