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Daniel Elliott Gryp

LPl Financial LLC

South Bend, IN

CRD 6848612

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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
IN RA APPROVED 2025-04-21
  • IN RA
    APPROVED
    Since 2025-04-21

Branch Locations

2025 Edison Rd Ste A, South Bend, IN 46637 • 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
Us Army Fort Campbell KY 04/2009 05/2017
Unemployed Granger IN 05/2017 08/2017
Securities America, Inc. Granger IN 08/2017 02/2019
Securities America, Inc. Granger IN 02/2019 07/2024
Securities America Advisors Granger IN 09/2020 07/2024
Osaic Wealth, Inc. Granger IN 06/2024 07/2024
Osaic Wealth, Inc. Granger IN 06/2024 07/2024
Ifp Securities, Llc Tampa FL 07/2024 04/2025
Independent Financial Partners Tampa FL 07/2024 04/2025
Lpl Financial Llc South Bend IN 04/2025 Present
Notre Dame Credit Union South Bend IN 04/2025 Present
  • 04/2009 → 05/2017
    Us Army
    Fort Campbell, KY
  • 05/2017 → 08/2017
    Unemployed
    Granger, IN
  • 08/2017 → 02/2019
    Securities America, Inc.
    Granger, IN
  • 02/2019 → 07/2024
    Securities America, Inc.
    Granger, IN
  • 09/2020 → 07/2024
    Securities America Advisors
    Granger, IN
  • 06/2024 → 07/2024
    Granger, IN
  • 06/2024 → 07/2024
    Granger, IN
  • 07/2024 → 04/2025
    Ifp Securities, Llc
    Tampa, FL
  • 07/2024 → 04/2025
    Tampa, FL
  • 04/2025 → Present
    South Bend, IN
  • 04/2025 → Present
    Notre Dame Credit Union
    South Bend, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-23
S63 Uniform Securities Agent State Law Examination 2020-02-10
  • S65 Uniform Investment Adviser Law Examination
    2020-09-23
  • S63 Uniform Securities Agent State Law Examination
    2020-02-10
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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