Adrian Albidress

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1988 → Present
  Nationwide Insurance Co.
  Columbus, OH
• 01/1993 → 11/2017
  Nationwide Advisory Services, Inc.
  Gaithersburg, MD
• 02/2008 → 11/2017
  Nationwide Financial Network
  Newark, DE
• 08/2008 → 11/2017
  Nationwide Securities, Inc.
  Wilmington, DE
• 11/2017 → Present
  Lpl Financial Llc
  Wilmington, DE

Previous Registrations

• 2008-08-01 → 2017-11-17
  Nationwide Securities, Llc
  Wilmington, DE
• 2008-05-07 → 2008-08-01
  1717 Capital Management Company
  Wilmington, DE
  Newark, DE
  Wilmington, DE

Other Businesses

1) 11/16/2017 - Albidress Financial - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2017 - 40 hr/mth; 160 Hrs During Trading. 2) 11/16/2017 - Harford Community College - Teaching - non-inv rel - Bel Air, MD - start: 11/2017 - 3 hr/mth 3) 11/16/2017 - Cecil Community College - Teaching - non-inv rel - North East, MD - start: 05/2010 - 2 hr/mth 4) 05/16/2024 - Albidress-Sanderson Agency Inc - Inv Related - Wilmington, DE - Insurance Agency - President, Primary Agent - Started: 1/1/2005 - 20 Hrs/Mo; 14 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-22
• S63 Uniform Securities Agent State Law Examination
  1985-06-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant