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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-10-03 |
Branch Locations
3366 N Torrey Pines Ct Ste 314, La Jolla, CA 92037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chakarian & Associates, Cpas, Inc. | San Diego | CA | 01/2003 | Present |
| San Diego Gas & Electric | San Diego | CA | 07/2006 | 05/2017 |
| Southern California Gas Company | Los Angeles | CA | 05/2017 | Present |
| Camp 1 Services, Llc | Rancho Santa Margarita | CA | 01/2013 | Present |
| Rdt Services, Llc | Rancho Santa Margarita | CA | 01/2020 | Present |
| Lpl Financial Llc | San Diego | CA | 06/2023 | Present |
1.- 06/16/2023 - J 5 AND A T ARAGON REVOCABLE TRU5T - Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee - Start Date 7/2/2018 - 0 Hours Per Month/ During Securities Tradin 2.-02/18/2025 - Jesse Aragon, CPA - Investment Related - Tax Prep/Accounting/CPA - Home Based - Start Date:01/01/2025 - 20 Hrs/Mth - 20 Hrs During Trading. 3.- 01/28/2025 - A5 Wealth Management, Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 4. 02/27/2025- Digicon Services- Other - The sole proprietorship company does golf- INV Related- Home Based- Start date 08/02/2024- 5 Hours Per Month 5. 02/27/2025- A5 Wealth Management, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- Home based- Start date 08/02/2024- 80 Hours Per Month- 80 Hours During Trading 6. 02/27/2025- Chakarian & Associates, Inc. / Jesse Aragon, CPA {Sole Proprietors- Tax Prep/Accounting/CPA- INV Related- Home based- Start date 01/01/2023- 5 Hours Per Month 7. 11/25/2025-Sempra/SOCALGAS-Director - Internal Audit-Outside/W-2 Employment-Not inv related-At Canyon, CA-Start date 01/03/2026-130hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-29 |
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