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Mitchell Taylor Severe

LPl Financial LLC

Escondido, CA

San Diego, CA

CRD 7953758

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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
CA RA APPROVED 2026-08-10
  • CA RA
    APPROVED
    Since 2026-08-10

Branch Locations

Escondido, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • 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 San Diego CA 07/2024 Present
No Till Kings Long Beach, Ca CA 01/2023 06/2024
Columbia Care Los Angeles, Ca CA 05/2022 01/2023
Cannabist San Diego CA 06/2021 05/2022
Medmen San Diego CA 11/2020 06/2021
Board And Brew San Diego CA 05/2018 04/2020
Creme And Sugar San Diego CA 04/2017 09/2018
Full Time Education San Diego CA 01/2016 05/2024
  • 07/2024 → Present
    Lpl Financial Llc
    San Diego, CA
  • 01/2023 → 06/2024
    No Till Kings
    Long Beach, Ca, CA
  • 05/2022 → 01/2023
    Columbia Care
    Los Angeles, Ca, CA
  • 06/2021 → 05/2022
    Cannabist
    San Diego, CA
  • 11/2020 → 06/2021
    Medmen
    San Diego, CA
  • 05/2018 → 04/2020
    Board And Brew
    San Diego, CA
  • 04/2017 → 09/2018
    Creme And Sugar
    San Diego, CA
  • 01/2016 → 05/2024
    Full Time Education
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10
Other Names
  • Mitch Severe

View on SEC IAPD

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