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Shayne R Olsen

LPl Financial LLC

Newport Beach, CA

Rancho Santa Margarita, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-03
CA RA APPROVED 2025-04-01
TX RA APPROVED 2025-03-28
  • SC RA
    APPROVED
    Since 2025-04-03
  • CA RA
    APPROVED
    Since 2025-04-01
  • TX RA
    APPROVED
    Since 2025-03-28

Branch Locations

620 Newport Center Dr, Ste 280, Newport Beach, CA 92660 • United States

Rancho Santa Margarita, CA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Santa Margarita CA 12/2022 03/2025
Homemaker Rancho Santa Margarita CA 12/2020 11/2022
Farmers And Merchants Bank Of Long Beach Tustin CA 10/2018 12/2020
Verizon Wireless Laguna Niguel CA 10/2012 10/2018
Bank Of America, N.A. Rancho Santa Margarita CA 02/2023 03/2025
Lpl Financial Llc Newport Beach CA 03/2025 Present
  • 12/2022 → 03/2025
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rancho Santa Margarita, CA
  • 12/2020 → 11/2022
    Homemaker
    Rancho Santa Margarita, CA
  • 10/2018 → 12/2020
    Farmers And Merchants Bank Of Long Beach
    Tustin, CA
  • 10/2012 → 10/2018
    Verizon Wireless
    Laguna Niguel, CA
  • 02/2023 → 03/2025
    Bank Of America, N.A.
    Rancho Santa Margarita, CA
  • 03/2025 → Present
    Lpl Financial Llc
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2023-03-10

View on SEC IAPD

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