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Patrick Andrew Klacka

LPl Financial LLC

San Diego, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-13
  • CA RA
    APPROVED
    Since 2024-03-13

Branch Locations

16789 Bernardo Center Dr, San Diego, CA 92128 • 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
General Atomics Poway CA 03/2010 09/2022
Graham Investment Management Inc. San Diego CA 09/2017 02/2022
Self Employed San Diego CA 02/2017 03/2024
15 Equity Llc Santa Barbara CA 02/2022 03/2024
Lpl Financial Llc San Diego CA 03/2024 Present
  • 03/2010 → 09/2022
    General Atomics
    Poway, CA
  • 09/2017 → 02/2022
    Graham Investment Management Inc.
    San Diego, CA
  • 02/2017 → 03/2024
    Self Employed
    San Diego, CA
  • 02/2022 → 03/2024
    15 Equity Llc
    Santa Barbara, CA
  • 03/2024 → Present
    San Diego, CA
Previous Registrations
  • 2022-02-10 → 2026-02-02
    Santa Barbara, CA
  • 2017-09-05 → 2023-11-30
    Graham Investment Management, Inc.
    San Diego, CA
Other Businesses

1- 03/13/2024 - THOROUGHFARE LOGISTICS LLC - Business Entity For Tax/Investment Purposes Only - Not investment related -Home Based - Start date: 09/06/2022 - 20 hrs mth / 5 hrs during trading . 2- 03/13/2024 - Lucia Capital Group -DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Dte:2/28/2024 - 160 hrs mth / 40 hrs during trading. 3- 07/24/2025 - Routewise Strategies LLC - Not Investment Related - Other - Business Owner - Home Based - Start Date:07/01/2025 - 40 Hrs/Mth - 5 Hrs During Trading. 4- 11/03/2025 - Doing Crazy Auto Maintenance (DCAM) LLC - Other - Reps Business - Not Investment Related - San Diego, CA - Start Date 11/16/2025 - 5 hours per month/ 0 hours during trading 5- 11/03/2025 - Fantastic Plus Auto Maintenance LLC - Other - Reps Business - Not Investment Related - San Diego, CA - Start Date 11/16/2025 - 5 hours per month/ 0 hours during trading

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-26
S65 Uniform Investment Adviser Law Examination 2017-07-14
  • S63 Uniform Securities Agent State Law Examination
    2024-07-26
  • S65 Uniform Investment Adviser Law Examination
    2017-07-14
Designations

View on SEC IAPD

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