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Ryan Christopher Edwards

LPl Financial LLC

Plano, TX

Newport Beach, 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 2024-02-07
TX RA APPROVED 2023-10-10
  • CA RA
    APPROVED
    Since 2024-02-07
  • TX RA
    APPROVED
    Since 2023-10-10

Branch Locations

Plano, TX • United States

1200 Quail St Ste 210, Newport Beach, CA 92660 • 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
Lpl Financial Llc Richardson TX 09/2023 Present
Urbanfootprint Berkeley CA 05/2022 02/2024
Ekata Seattle WA 09/2021 05/2022
Unearth Technologies Seattle WA 08/2020 09/2021
Princeton University Princeton NJ 08/2018 08/2020
University Of Tennessee Chattanooga Chattanooga TN 07/2016 08/2018
  • 09/2023 → Present
    Richardson, TX
  • 05/2022 → 02/2024
    Urbanfootprint
    Berkeley, CA
  • 09/2021 → 05/2022
    Ekata
    Seattle, WA
  • 08/2020 → 09/2021
    Unearth Technologies
    Seattle, WA
  • 08/2018 → 08/2020
    Princeton University
    Princeton, NJ
  • 07/2016 → 08/2018
    University Of Tennessee Chattanooga
    Chattanooga, TN
Other Businesses

1) 09/18/2023 - Oakstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date: 9/21/2023 - 160 Hours Per Month/ 8 hr During Trading 2) 05/30/2025 - NexAnnuity - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start date:05/20/2025 - 1 Hours Per Month/ 1 During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-28
  • S66 Uniform Combined State Law Examination
    2023-07-28

View on SEC IAPD

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