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Nicholas Anthony Ibello

LPl Financial LLC

San Diego, CA

Columbia, MD

Cooksville, MD

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-05
MD RA APPROVED 2024-08-06
  • TX RA
    APPROVED
    Since 2025-05-05
  • MD RA
    APPROVED
    Since 2024-08-06

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Columbia, MD • United States

Cooksville, MD • 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
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
Previous Registrations
  • 2015-02-20 → 2024-07-31
    Columbia, MD
    Columbia, MD
  • 2014-07-08 → 2015-01-07
    Planning Solutions Group, Llc
    Fulton, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-30
S63 Uniform Securities Agent State Law Examination 2013-05-10
  • S66 Uniform Combined State Law Examination
    2014-06-30
  • S63 Uniform Securities Agent State Law Examination
    2013-05-10
Designations
Other Names
  • Nick Ibello
  • Nicholas Anthony Ibello
  • Nicholas Anthony Ibello

View on SEC IAPD

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