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Inactive

Maggie Xie Lauer

LPl Financial LLC

Big Bear Lake, CA

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 2024-04-21
  • CA RA
    APPROVED
    Since 2024-04-21

Branch Locations

Big Bear Lake, 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
Cabot Lodge Securities Llc New York NY 07/2018 03/2019
Tweed Financial Services San Marino CA 02/2018 02/2019
All In One, Inc. Glendale CA 08/2017 10/2017
California State University Fullerton CA 08/2015 06/2017
Independent Financial Group, Llc El Segundo CA 03/2019 12/2019
Tri-Star Financial El Segundo CA 03/2019 03/2020
Lpl Financial Llc San Diego CA 12/2022 Present
Ur Wealth Ur Freedom Pasadena CA 03/2020 12/2022
N/A Pasadena CA 09/2018 02/2019
N/A Pasadena CA 10/2017 02/2018
  • 07/2018 → 03/2019
    Cabot Lodge Securities Llc
    New York, NY
  • 02/2018 → 02/2019
    Tweed Financial Services
    San Marino, CA
  • 08/2017 → 10/2017
    All In One, Inc.
    Glendale, CA
  • 08/2015 → 06/2017
    California State University
    Fullerton, CA
  • 03/2019 → 12/2019
    Independent Financial Group, Llc
    El Segundo, CA
  • 03/2019 → 03/2020
    Tri-Star Financial
    El Segundo, CA
  • 12/2022 → Present
    Lpl Financial Llc
    San Diego, CA
  • 03/2020 → 12/2022
    Ur Wealth Ur Freedom
    Pasadena, CA
  • 09/2018 → 02/2019
    N/A
    Pasadena, CA
  • 10/2017 → 02/2018
    N/A
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-17
  • S66 Uniform Combined State Law Examination
    2018-10-17
Designations
Other Names
  • Hoinglin Xie

View on SEC IAPD

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