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Aidan Curtin

LPl Enterprise, LLC

Long Beach, CA

Orange, CA

CRD 7914992

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Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 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 Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-14
  • CA RA
    APPROVED
    Since 2025-03-14

Branch Locations

Long Beach, CA • United States

600 City Parkway West Suite 210, Orange, CA 92868 • 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
Legends Hospitality Inglewood CA 06/2021 Present
Gangnam Sushi & Grill Tempe AZ 01/2020 05/2021
Student Tempe AZ 07/2019 12/2019
Dollar Days, Inc Phoenix AZ 01/2019 06/2019
Casa Tempe AZ 09/2018 12/2018
Jimmy John's Tempe AZ 02/2017 08/2018
Ruby's Redondo Beach CA 01/2016 08/2017
Lpl Enterprise Orange CA 01/2025 Present
  • 06/2021 → Present
    Legends Hospitality
    Inglewood, CA
  • 01/2020 → 05/2021
    Gangnam Sushi & Grill
    Tempe, AZ
  • 07/2019 → 12/2019
    Student
    Tempe, AZ
  • 01/2019 → 06/2019
    Dollar Days, Inc
    Phoenix, AZ
  • 09/2018 → 12/2018
    Casa
    Tempe, AZ
  • 02/2017 → 08/2018
    Jimmy John's
    Tempe, AZ
  • 01/2016 → 08/2017
    Ruby's
    Redondo Beach, CA
  • 01/2025 → Present
    Lpl Enterprise
    Orange, CA
Other Businesses

1. 01/15/2025 - Legends Hospitality - Outside/W-2 Employment - NOT INV REL - Inglewood, CA - Start Date 06/08/2021 - 40hrs/MTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-14
  • S66 Uniform Combined State Law Examination
    2025-03-14
Other Names
  • Aidan Michael Curtin

View on SEC IAPD

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