Rama Bahij Georgis

LPl Financial LLC

CRD 8030920

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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

Authority	Category	Status	Date
AZ	RA	APPROVED	2026-08-06
TX	RA	APPROVED	2026-08-06

AZ RA
APPROVED

Since 2026-08-06
TX RA
APPROVED

Since 2026-08-06

Branch Locations

Peoria, AZ • United States

500 E Rio Salado Pkwy Bldg 4 3 Fl, Tempe, AZ 85281 • 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

Organization	City	State	From	To
Lpl Financial Llc	Tempe	AZ	01/2025	Present
Glendale Wic	Glendale	AZ	07/2024	12/2024
Desert Diamond Casino	Glendale	AZ	04/2022	07/2024
Wells Fargo	Glendale	AZ	03/2018	12/2021
Applebees Bar & Grill	Tucson	AZ	01/2015	03/2018
Cvs	Tucson	AZ	03/2016	03/2018
Unemployed	Glendale	AZ	01/2022	03/2022

01/2025 → Present

Lpl Financial Llc

Tempe, AZ
07/2024 → 12/2024

Glendale Wic

Glendale, AZ
04/2022 → 07/2024

Desert Diamond Casino

Glendale, AZ
03/2018 → 12/2021

Wells Fargo

Glendale, AZ
01/2015 → 03/2018

Applebees Bar & Grill

Tucson, AZ
03/2016 → 03/2018

Cvs

Tucson, AZ
01/2022 → 03/2022

Unemployed

Glendale, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-05

S66 Uniform Combined State Law Examination

2026-08-05

View on SEC IAPD

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