Adrian Albidress

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2014 → 11/2017
  Nationwide Securities Llc
  Columbus, OH
• 08/2005 → Present
  Albidress-Sanderson Agency, Inc
  Wilmington, DE
• 11/2017 → Present
  Lpl Financial Llc
  Wilmington, DE

Previous Registrations

• 2014-08-22 → 2017-11-17
  Nationwide Securities, Llc
  Grandview Heights, OH
  Wilmington, DE

Other Businesses

1) 11/16/17- Albidress-Sanderson Agency, Inc.- Admin- Inv. Related- Wilmington, DE - 30% 2) 11/16/17- Albidress Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Wilmington, DE - 70% 3) 11/16/17- Real Estate Rental- Owner - Bel Air, MD- start date 9/21/13- 1% 4) 10/19/2021 - No Business Name - Investment Related - Home Based - Tax Prep/Accounting/CPA - CPA Tax Preparer - Started 07/01/2014 - 12 Hours Per Month/2 Hours During Securities Trading - Self-employed - Tax preparation. 5) 11/14/2022 - No Business Name - Investment Related - Home Based - Other - Author - Author - Start Date - 10/25/2022 - 4 Hours Per Month/1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-17
• S63 Uniform Securities Agent State Law Examination
  2014-05-18