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Mikayla Martinets

LPl Financial LLC

Southlake, TX

CRD 7504346

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

530 E. Southlake Blvd. Suite 140, Southlake, TX 76092 • 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
Wis Advisors Inc. Southlake TX 02/2022 Present
Western International Securities Southlake TX 04/2022 06/2025
Bilingual Notary Network Llc Irving TX 10/2021 02/2022
Emr Elevator Inc. Arlington TX 11/2020 10/2021
Sprouts Farmers Market Hurst TX 12/2019 11/2020
Bearded Brothers Roofing Arlington TX 09/2019 12/2019
Timuquana Country Club Jacksonville FL 09/2018 08/2019
Unemployed Jacksonville FL 05/2018 09/2018
Unemployed Canyon TX 05/2015 09/2018
Lpl Financial Llc Southlake TX 06/2025 Present
  • 02/2022 → Present
    Wis Advisors Inc.
    Southlake, TX
  • 04/2022 → 06/2025
    Western International Securities
    Southlake, TX
  • 10/2021 → 02/2022
    Bilingual Notary Network Llc
    Irving, TX
  • 11/2020 → 10/2021
    Emr Elevator Inc.
    Arlington, TX
  • 12/2019 → 11/2020
    Sprouts Farmers Market
    Hurst, TX
  • 09/2019 → 12/2019
    Bearded Brothers Roofing
    Arlington, TX
  • 09/2018 → 08/2019
    Timuquana Country Club
    Jacksonville, FL
  • 05/2018 → 09/2018
    Unemployed
    Jacksonville, FL
  • 05/2015 → 09/2018
    Unemployed
    Canyon, TX
  • 06/2025 → Present
    Southlake, TX
Previous Registrations
  • 2025-01-02 → 2025-06-05
    Western International Securities, Inc.
    Westlake Village, CA
    Southlake, TX
Other Businesses

1) 06/2025 - WIS Advisors Inc - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 02/15/2022 - 160 hours per month/ 120 hours during trading 2) 10/03/2025 - Amway - Direct Sales/ MLM - Business Owner - Not Investment Related - Home Based - Start Date 08/27/2019 - 45 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-18
  • S66 Uniform Combined State Law Examination
    2024-12-18

View on SEC IAPD

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