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Gregory Rush Ratchuk

LPl Financial LLC

San Diego, CA

CRD 856600

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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_RES 2019-08-14
OH RA APPROVED 2012-04-03
CA RA APPROVED 2010-10-12
  • TX RA
    APPROVED_RES
    Since 2019-08-14
  • OH RA
    APPROVED
    Since 2012-04-03
  • CA RA
    APPROVED
    Since 2010-10-12

Branch Locations

12544 High Bluff Dr Ste 200, San Diego, CA 92130 • 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
Lpl Financial San Diego CA 10/2010 Present
  • 10/2010 → Present
    Lpl Financial
    San Diego, CA
Previous Registrations
  • 2007-08-06 → 2010-10-18
    Crowell, Weedon & Co.
    San Diego, CA
  • 1997-07-08 → 2007-08-08
    A. G. Edwards & Sons, Inc.
    San Diego, CA
    San Diego, CA
Other Businesses

1. 10/08/2010 - DBA ONLY, RATCHUK WEALTH MANAGEMENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-05-15
S63 Uniform Securities Agent State Law Examination 1986-01-17
  • S66 Uniform Combined State Law Examination
    2009-05-15
  • S63 Uniform Securities Agent State Law Examination
    1986-01-17
Other Names
  • Greg Ratchuk
  • Gregory R Ratchuk

View on SEC IAPD

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