Michelle-marie Janie Burmester

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-11
TX	RA	APPROVED	2026-08-11

CA RA
APPROVED

Since 2026-08-11
TX RA
APPROVED

Since 2026-08-11

Branch Locations

1225 Coast Village Rd Ste I&J, Montecito, CA 93108 • 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
Morgan Stanley	Montecito	CA	09/2014	08/2026
Morgan Stanley Private Bank, National Association	New York	NY	01/2018	08/2026
Lpl Financial	Montecito	CA	08/2026	Present

09/2014 → 08/2026

Morgan Stanley

Montecito, CA
01/2018 → 08/2026

Morgan Stanley Private Bank, National Association

New York, NY
08/2026 → Present

Lpl Financial

Montecito, CA

Previous Registrations

2018-01-25 → 2026-08-12

Morgan Stanley

Montecito, CA

Other Businesses

1. 08/2026 - Icaria Wealth Management, LLC. - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Montecito, CA, 93108 – OBA Start Date: 8/11/2026 2. 08/2026 - Two Pina Coladas LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Santa Barbara, CA, 93101 – OBA Start Date: 09/15/2024

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-25
S63	Uniform Securities Agent State Law Examination	2017-03-31

S66 Uniform Combined State Law Examination

2018-01-25
S63 Uniform Securities Agent State Law Examination

2017-03-31

Other Names

Michelle-Marie J Burmester

View on SEC IAPD