Joshua David Dunbar

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

Authority	Category	Status	Date
FL	RA	APPROVED	2023-11-01

FL RA
APPROVED

Since 2023-11-01

Branch Locations

5350 Sw College Rd, Oscala, FL 34474 • United States

17450 Se 109Th Terrace Rd, Summerfield, FL 34491 • United States

3097 Sw College Road, Ocala, FL 34474 • 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

Organization	City	State	From	To
Lpl Financial Llc	Ocala	FL	08/2023	Present
Campus Usa Credit Union	Ocala	FL	07/2023	Present
Campus Usa Credit Union	Jonesville	FL	03/2015	Present

08/2023 → Present

Lpl Financial Llc

Ocala, FL
07/2023 → Present

Campus Usa Credit Union

Ocala, FL
03/2015 → Present

Campus Usa Credit Union

Jonesville, FL

Other Businesses

1) 07/19/2023 - Campus Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 07/19/2023 - Campus USA Credit Union - Financial Institution Duty - Assistant Manager - FL 34491 - Investment related - 160 Hours per month - Start date: 03/05/2015. 3) 07/19/2023 - Campus USA Credit Union - Notary - FL 34491 - Investment related - Start date: 02/09/2017.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-29

S66 Uniform Combined State Law Examination

2023-10-29

Other Names

Joshua David Dunbar
Joshua D Dunbar

View on SEC IAPD