David J. Dobrusin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2022-11-01
TX	RA	APPROVED	2022-10-31

AZ RA
APPROVED

Since 2022-11-01
TX RA
APPROVED

Since 2022-10-31

Branch Locations

10240 West Bell Road Ste C, Sun City, AZ 85351 • United States

6424 E. Greenway Pkwy Suite#100, Scottsdale, AZ 85254 • United States

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

10240 West Bell Road Ste C, Sun City, AZ 85351 • United States

6424 E. Greenway Pkwy Ste 100, Scottsdale, AZ 85254 • United States

11120 N. Tatum Blvd Ste 101, Phoenix, AZ 85028 • 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

Organization	City	State	From	To
Cambridge Investment Research, Inc.	Fairfield	IA	08/2010	10/2022
David J. Dobrusin, Cpa, Pllc	Sun City	AZ	07/2009	Present
Cambridge Investment Research Advisors, Inc	Fairfield	IA	01/2011	10/2022
Dobrusin Financial Llc	Sun City	AZ	11/2010	Present
Lpl Financial Llc	Sun City	AZ	10/2022	Present

08/2010 → 10/2022

Cambridge Investment Research, Inc.

Fairfield, IA
07/2009 → Present

David J. Dobrusin, Cpa, Pllc

Sun City, AZ
01/2011 → 10/2022

Cambridge Investment Research Advisors, Inc

Fairfield, IA
11/2010 → Present

Dobrusin Financial Llc

Sun City, AZ
10/2022 → Present

Lpl Financial Llc

Sun City, AZ

Previous Registrations

2011-01-21 → 2022-11-14

Cambridge Investment Research Advisors, Inc.

Sun City, AZ

Scottsdale, AZ

Phoenix, AZ
2014-08-01 → 2016-07-08

Jackson Roskelley Wealth Advisors, Inc.

Sun City, AZ

Scottsdale, AZ

Other Businesses

1- 05/2008 / DOBRUSIN FINANCIAL LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / 120 HRS PER MNTH & 6 HRS DURING TRADING-60 TIME SPNT PRCNT / SUN CITY, AZ 2- 12/2012 / DOBRUSIN FINANCIAL LLC / Non-Variable Insurance / INVESTMENT RELATED / 5 HRS PER MNTH & ZERO HRS DURING TRADING-2 TIME SPNT PRCNT / SUN CITY, AZ 3- 07/2006 / Joseph B & Laura S Dobrusin Revocable Living Trust / Act in a Fiduciary Capacity / INVESTMENT RELATED / SUN CITY, AZ 4- 08/2010 / DAVID J DOBRUSIN, CPA, PLLC / Business Entity For Tax/Investment Purposes Only / NON INVESTMENT RELATED / 60 HRS PER MNTH & 3 HRS DURING TRADING-30 TIME SPNT PRCNT / SUN CITY, AZ 5- 08/2010 / DOBRUSIN FINANCIAL LLC / Tax Prep/Accounting/CPA / INVESTMENT RELATED / 60 HRS PER MTN & 3 HRS DURING TRADING-30 TIME SPNT PRCNT / SUN CITY, AZ 6- 12/29/2023 - Rental Real Estate - Investment Related - Flagstaff, AZ - Start Date 06/01/2023 - 1 Hour Per Month/ During Trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-10-13

S66 Uniform Combined State Law Examination

2010-10-13

Designations

Certified Financial Planner

View on SEC IAPD