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Juliane Camille Rollon

LPl Financial LLC

San Dimas, 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 2025-08-26
  • CA RA
    APPROVED
    Since 2025-08-26

Branch Locations

614 N Lone Hill Ave, San Dimas, CA 91773 • 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
Bmo Bank Pasadena CA 08/2024 Present
Bmo Bank San Dimas CA 08/2022 08/2024
Banner Bank Glendora CA 04/2022 08/2022
Comerica Bank Rancho Cucamonga CA 08/2021 04/2022
Bank Of The West San Dimas CA 11/2013 08/2021
Lpl Financial Pasadena CA 08/2024 Present
  • 08/2024 → Present
    Bmo Bank
    Pasadena, CA
  • 08/2022 → 08/2024
    Bmo Bank
    San Dimas, CA
  • 04/2022 → 08/2022
    Banner Bank
    Glendora, CA
  • 08/2021 → 04/2022
    Comerica Bank
    Rancho Cucamonga, CA
  • 11/2013 → 08/2021
    Bank Of The West
    San Dimas, CA
  • 08/2024 → Present
    Lpl Financial
    Pasadena, CA
Other Businesses

1)08/07/2024 - BMO Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2025-06-10
Other Names
  • Juliane Camille Rollon
  • Juliane Camille Privette

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
PLANMEMBER SECURITIES CORPORATION
EAGLE STRATEGIES LLC

Other Investors

OPINDER KAUR MARWAH
PRABHJIT SINGH MARWAH
CHRISTOPHER DAVID PUZIO
RYAN PATRICK TOLAN
CAITLIN PATRICE TOLAN
DUVAN CHIANG
ROBERT MICHAEL LINZAY
IVAN ALBARRAN

Other Offices

OSAIC WEALTH, INC. · SAN DIMAS, CA
COMMONWEALTH FINANCIAL NETWORK · San Dimas, CA
AMERIPRISE FINANCIAL SERVICES, LLC · San Dimas, CA
TRANSAMERICA FINANCIAL ADVISORS, LLC · SAN DIMAS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Dimas, CA
J.P. MORGAN SECURITIES LLC · SAN DIMAS, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Glendora, CA
PLANMEMBER SECURITIES CORPORATION · SAN DIMAS, CA

More in San Dimas, CA

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