Jacob Thomas Margozewitz

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-05
CA	RA	APPROVED	2024-09-30

TX RA
APPROVED

Since 2025-02-05
CA RA
APPROVED

Since 2024-09-30

Branch Locations

5900 Pasteur Ct Ste 150, Carlsbad, CA 92008 • 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
Lpl Financial Llc	San Diego	CA	01/2022	Present
Dr. Melanie Orthodontics	San Diego	CA	08/2017	01/2022
Del Norte High School	San Diego	CA	08/2016	06/2020
Point Loma Nazarene University	San Diego	CA	08/2020	02/2022
Grand Canyon University	Phoenix	AZ	08/2022	07/2024

01/2022 → Present

Lpl Financial Llc

San Diego, CA
08/2017 → 01/2022

Dr. Melanie Orthodontics

San Diego, CA
08/2016 → 06/2020

Del Norte High School

San Diego, CA
08/2020 → 02/2022

Point Loma Nazarene University

San Diego, CA
08/2022 → 07/2024

Grand Canyon University

Phoenix, AZ

Other Businesses

1- 08/2024 / Lucia Capital Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 40 hrs during trading / At reported business location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-27

S66 Uniform Combined State Law Examination

2024-09-27

View on SEC IAPD

Current Employers

Lpl Financial Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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