Brian Todd Bishop

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

• 01/2001 → Present
  Bishop Financial Advisors
  Hudson, OH
• 11/2013 → 02/2018
  Sii Investments, Inc.
  Hudson, OH
• 02/2018 → Present
  Lpl Financial Llc
  Hudson, OH

Previous Registrations

• 2013-11-13 → 2018-02-15
  Sii Investments, Inc.
  Hudson, OH
  Hudson, OH
  Appleton, WI
  Appleton, WI
• 2007-01-03 → 2013-11-19
  First Allied Advisory Services, Inc.
  Hudson, OH
  Chesterfield, MO
  Hudson, OH
• 1999-08-16 → 2007-05-24
  Ffp Advisory Services Inc
  Hudson, OH

Other Businesses

1. 02/14/2018 - BISHOP FINANCIAL ADVISORS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2004. 2. 02/14/2018 - Bishop Tax Service - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 2011. 3. 02/14/2018 - VICE VERSA LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Owner - Start Date 2004. 4. 02/14/2018 - Bishop Financial Advisors - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2004 - 1 Hours Per Month. 5. 09/16/2021 - Bishop Real Estate 1 LLC - Not Investment Related - 5697 Darrow Road, Hudson, OH 44236 - Business Entity For Tax/Investment Purposes Only - Start Date: 08/01/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 08/02/2022 - Happy Together, LLC - Investment Related - Pen Yann, NY 14527 - Real Estate Rental - Start Date - 08/28/2022 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-01-23

Designations

• Certified Financial Planner