Emily Linn Brillo

Employer firm

Potentia Wealth CRD 329135

$569M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2006 → 11/2017
  Lpl Financial
  San Diego, CA
• 12/2017 → 03/2019
  Honor Bound Partners, Llc
  Sacramento, CA
• 12/2017 → 05/2022
  Lpl Financial, Llc
  Escondido, CA
• 02/2019 → 05/2022
  Strategic Wealth Advisors Group, Llc
  Escondido, CA
• 05/2023 → Present
  Potentia Wealth
  Escondido, CA
• 04/2024 → Present
  Lpl Financial Llc
  Escondido, CA
• 05/2022 → 05/2023
  Potentia Wealth
  Escondido, CA
• 07/2019 → 04/2024
  Mariner Independent
  Escondido, CA

Previous Registrations

• 2019-07-08 → 2024-04-02
  Mariner Advisor Network
  Escondido, CA

Other Businesses

1 ) 04/2024 - Potentia Wealth / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) LPL Financial LLC; Investment-Related; Escondido, CA; Broker Dealer; Registered Representative; 4/2024; 160 hrs/mo; 160 hrs/mo during securities trading hours; Duties are operations, compliance, and business transitions.

Exams

• S66 Uniform Combined State Law Examination
  2019-07-01

Other Names

• Emily Linn Fridell