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John Daryl Acosta Bernardio

LPl Financial LLC

Salem, OR

CRD 7836128

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-15
  • OR RA
    APPROVED
    Since 2024-11-15

Branch Locations

1124 Cornucopia St Nw, Ste 101, Salem, OR 97304 • 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 Salem OR 11/2023 Present
Unemployed Monmouth OR 07/2023 11/2023
Best Western Plus Mill Creek Inn Salem OR 06/2022 06/2023
The Gate Youth Association Independence OR 10/2021 06/2022
Western Oregon University Monmouth OR 09/2020 06/2023
Unemployed Saipan 06/2020 08/2020
Northern Marianas College Saipan 09/2018 05/2020
Kensington Hotel Saipan Saipan 01/2019 03/2021
Marianas High School Saipan 09/2014 05/2018
Subway Restaurants Saipan 07/2017 09/2017
Unemployed Saipan 05/2018 09/2018
  • 11/2023 → Present
    Salem, OR
  • 07/2023 → 11/2023
    Unemployed
    Monmouth, OR
  • 06/2022 → 06/2023
    Best Western Plus Mill Creek Inn
    Salem, OR
  • 10/2021 → 06/2022
    The Gate Youth Association
    Independence, OR
  • 09/2020 → 06/2023
    Western Oregon University
    Monmouth, OR
  • 06/2020 → 08/2020
    Unemployed
    Saipan
  • 09/2018 → 05/2020
    Northern Marianas College
    Saipan
  • 01/2019 → 03/2021
    Kensington Hotel Saipan
    Saipan
  • 09/2014 → 05/2018
    Marianas High School
    Saipan
  • 07/2017 → 09/2017
    Subway Restaurants
    Saipan
  • 05/2018 → 09/2018
    Unemployed
    Saipan
Other Businesses

1 - 08/30/2024 - Financial Freedom Wealth Management Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 4.30 Hours During Trading - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-12
  • S66 Uniform Combined State Law Examination
    2024-11-12
Other Names
  • John Daryl Acosta Bernardio

View on SEC IAPD

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