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Olivia Kathryn Lundstrom

LPl Financial LLC

Rockville, MD

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-07-01
MD RA APPROVED 2026-06-08
  • DC RA
    APPROVED
    Since 2026-07-01
  • MD RA
    APPROVED
    Since 2026-06-08

Branch Locations

77 Upper Rock Cir 8Th Flr, Rockville, MD 20850 • 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
Securian Financial Services Inc St Paul MN 07/2017 01/2018
Minnesota Life Insurance Co St Paul MN 07/2017 12/2017
Diamond State Financial Newark DE 07/2017 12/2017
Gary's Dewey Beach Grill Wilmington DE 05/2013 09/2016
University Of Delaware Newark DE 07/2013 05/2017
M&T Bank Wilmington DE 01/2018 01/2022
M&T Securtities, Inc. Wilmington DE 01/2018 01/2022
M&T Bank Baltimore MD 01/2022 Present
Lpl Financial Baltimore MD 12/2025 Present
  • 07/2017 → 01/2018
    Securian Financial Services Inc
    St Paul, MN
  • 07/2017 → 12/2017
    Minnesota Life Insurance Co
    St Paul, MN
  • 07/2017 → 12/2017
    Diamond State Financial
    Newark, DE
  • 05/2013 → 09/2016
    Gary's Dewey Beach Grill
    Wilmington, DE
  • 07/2013 → 05/2017
    University Of Delaware
    Newark, DE
  • 01/2018 → 01/2022
    M&T Bank
    Wilmington, DE
  • 01/2018 → 01/2022
    M&T Securtities, Inc.
    Wilmington, DE
  • 01/2022 → Present
    M&T Bank
    Baltimore, MD
  • 12/2025 → Present
    Lpl Financial
    Baltimore, MD
Previous Registrations
  • 2018-04-19 → 2020-12-31
    M&T Securities, Inc.
    Wilmington, DE
    Wilmington, DE
    New Castle, DE
  • 2017-11-20 → 2018-01-15
    Securian Financial Services, Inc.
    Newark, DE
Other Businesses

1- 12/2025 / M&T Financial Services / Financial Institution Duty / Investment Related / 140 hrs mth / 140 hrs during trading / Start date: 12/01/2025 2- 12/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name M&T Financial Services - Investment Related - At Reported Business Location(s) - Start Date 01/29/2018 - 160 hours per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03

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