Best Investors Account Sign in

David William Reasoner

LPl Financial LLC

Orange, CA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2010-04-13
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2010-04-13

Branch Locations

500 N State College Blvd Ste 1100, Orange, CA 92868 • 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 Llc Orange CA 04/2010 Present
Previous Registrations
  • 2008-11-05 → 2010-03-09
    Long Beach, CA
  • 2005-02-01 → 2008-11-11
    Securities America Advisors, Inc.
    Long Beach, CA
  • 2003-09-15 → 2005-01-03
    Citicorp Investment Services
    Tarzana, CA
  • 2000-02-23 → 2003-10-02
    San Mateo, CA
Other Businesses

1. 07/21/2015 - BACK NINE INSURANCE - INV REL - 10250 CONSTELLATION BLVD. STE. 2320 LOS ANGELES, CA. 90067 - NON-VARIABLE INSURANCE - START 07/23/2015 - 3 HOURS PER MONTH, 0 DURING TRADING - I'LL JUST BE RUNNING MY INSURANCE THROUGH BACK NINE AGENCY. 2. 7/15/2020 - The Reasoner Group/ dba Centurion Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/20/15 - 160 Hours Per Month/60 Hours During Securities Trading. 3. 7/15/2020 - Centurion Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 160 Hours Per Month/120 Hours During Securities Trading. 4. 10/01/2025- The Reasoner Group- Real Estate Rental- Not INV Related- At Reported Business Location(s)- Start date 09/12/2025

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-05
S63 Uniform Securities Agent State Law Examination 1986-08-06
  • S65 Uniform Investment Adviser Law Examination
    2004-04-05
  • S63 Uniform Securities Agent State Law Examination
    1986-08-06

View on SEC IAPD

More in Orange, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor