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Rachel Lynn Click

LPl Financial LLC

Round Rock, TX

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-30
  • TX RA
    APPROVED
    Since 2023-08-30

Branch Locations

Round Rock, TX • 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
Ubs Financial Services Inc Boston MA 07/2013 08/2023
Lpl Financial Llc Round Rock TX 08/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-05
S63 Uniform Securities Agent State Law Examination 2009-06-12
  • S66 Uniform Combined State Law Examination
    2011-04-05
  • S63 Uniform Securities Agent State Law Examination
    2009-06-12
Other Names
  • Rachel Lynn Sipocz
  • Rachel Lynn Sipocz
  • Rachel Lynn Click
  • Rachel L. Click

View on SEC IAPD

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