Theodosios Drivas

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-12-23

CA RA
APPROVED

Since 2024-12-23

Branch Locations

28202 Cabot Rd Ste 600, Laguna Niguel, CA 92677 • 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	Laguna Niguel	CA	12/2023	Present
Unemployed	Unemployed	CA	04/2023	12/2023
Leapfin	San Francisco	CA	08/2022	04/2023
Narvar	San Fransisco	CA	08/2021	08/2022
Clifton Larson Allen	Irvine	CA	11/2020	08/2021
White Nelson Diehl Evans	Irvine	CA	07/2019	11/2020
White Nelson Diehl Evans	Irvine	CA	01/2019	07/2019
White Nelson Diehl Evans	Irvine	CA	01/2018	06/2018
Chapman University	Orange	CA	08/2015	05/2019

12/2023 → Present

Lpl Financial

Laguna Niguel, CA
04/2023 → 12/2023

Unemployed

Unemployed, CA
08/2022 → 04/2023

Leapfin

San Francisco, CA
08/2021 → 08/2022

Narvar

San Fransisco, CA
11/2020 → 08/2021

Clifton Larson Allen

Irvine, CA
07/2019 → 11/2020

White Nelson Diehl Evans

Irvine, CA
01/2019 → 07/2019

White Nelson Diehl Evans

Irvine, CA
01/2018 → 06/2018

White Nelson Diehl Evans

Irvine, CA
08/2015 → 05/2019

Chapman University

Orange, CA

Other Businesses

1 - 12/2024 - Real Estate Rental - Inv Related - 0.5 Hour/Month - CA 90403 - OBA Start Date: 02/22/2023. 609 Washington Ave Unit H Santa Monica CA 90403. Started 2/22/2023. Joint owner with parents (Paula Drivas and Elias Drivas). 2- 10/28/2025- No Business Name- Tax Prep/Accounting/CPA- INV Related- Home Based- Start date 01/01/2026- 5 Hours Per Month 2 - 12/2024 - Coastal Wealth Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 5 Hours During Trading - At reported business location(s). Wealth Planning Assistant. Started 12/2023. I support the lead advisors in developing and implementing comprehensive financial plans for clients, including retirement readiness analysis, estate planning, life insurance planning, and investment strategies. 28202 Cabot Rd Suite 260 Laguna Niguel 92677.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-09-14

S66 Uniform Combined State Law Examination

2024-09-14