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Erika Dagmar Bylund

LPl Financial LLC

Pismo Beach, 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 2021-12-16
  • CA RA
    APPROVED
    Since 2021-12-16

Branch Locations

575 Price St Ste 208, Pismo Beach, CA 93449 • 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
Kestra Financial Services, Inc. Austin TX 04/2016 10/2019
Point Sur Wealth Management, Inc Arroyo Grande CA 02/2016 11/2019
Securities America, Inc. Arroyo Grande CA 10/2019 12/2021
Securities America Advisors, Inc. Arroyo Grande CA 10/2019 12/2021
Lpl Financial Llc Arroyo Grande CA 12/2021 Present
  • 04/2016 → 10/2019
    Kestra Financial Services, Inc.
    Austin, TX
  • 02/2016 → 11/2019
    Point Sur Wealth Management, Inc
    Arroyo Grande, CA
  • 10/2019 → 12/2021
    Securities America, Inc.
    Arroyo Grande, CA
  • 10/2019 → 12/2021
    Securities America Advisors, Inc.
    Arroyo Grande, CA
  • 12/2021 → Present
    Arroyo Grande, CA
Previous Registrations
  • 2019-10-28 → 2021-12-21
    Securities America Advisors, Inc.
    Arroyo Grande, CA
  • 2016-04-19 → 2019-10-25
    Arroyo Grande, CA
  • 2016-02-29 → 2016-09-22
    Kestra Investment Services, Llc
    Arroyo Grande, CA
    Austin, TX
  • 2015-10-22 → 2016-03-02
    Arroyo Grande, CA
  • 2014-07-22 → 2015-10-22
    Kestra Investment Services, Llc
    San Luis Obispo, CA
Other Businesses

1)12/2021- POINT SUR ADVISORS, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Arroyo Grande CA 2) 08/01/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 12/18/2020 - 15 Hours Per Month/10 Hours During Securities Trading. 3) 07/05/2023 - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date 07/01/2023 - 0 Hours Per month/ During Securities Trading 4) 03/16/2026 - Maylund LLC - Real Estate Rental - Investment Related - Pismo Beach, CA - Start Date 04/01/2026 - 1 hour per month/ 0 hours during trading 5) 03/16/2026 - Maylund LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Pismo Beach, CA - Start Date 04/01/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2014-07-21
Designations

View on SEC IAPD

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