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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-05 |
| MD | RA | APPROVED | 2024-08-06 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Columbia, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2015 | 03/2018 |
| Commonwealth Financial Network | Waltham | MA | 03/2018 | 07/2024 |
| Williams Asset Management | Columbia | MD | 02/2015 | 07/2024 |
| Lpl Financial Llc | Columbia | MD | 08/2024 | Present |
1) 08/06/2024 - Ibello Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 11/20/2024 - Ash Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 2 Hours Per Month/ 1 Hour During Trading 3) 02/18/2025 - lbello & Associates - Business Entity For Tax/Investment Purposes Only - Non Investment Related - Home Based - Start Date - 02/15/2017 - 40 Hrs/Mth - 8 Hrs During Trading. 4) 02/10/2025 - Nick Ibello and Jami Limon Ibello - Real Estate Rental - Investment Related - Robinson ST - Start Date: 06/01/2020 - 01 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-10 |
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