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Timothy Patrick Strasdauskas

LPl Financial LLC

Glen Arm, MD

San Diego, CA

Glen Arm, MD

CRD 1416671

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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
MD RA APPROVED 2023-09-19
  • MD RA
    APPROVED
    Since 2023-09-19

Branch Locations

12017 Glen Arm Rd, Glen Arm, MD 21057 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

12017 Glen Arm Rd, Glen Arm, MD 21057 • 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
Cambridge Investment Research, Inc Fairfield IA 11/2010 09/2023
Cambridge Investment Research Advisors, Inc Fairfield IA 11/2010 09/2023
Lpl Financial Llc Glen Arm MD 09/2023 Present
Previous Registrations
  • 2010-11-05 → 2023-09-27
    Glen Arm, MD
  • 2010-11-18 → 2011-12-31
    Advanced Advisory Group, Inc.
    Glen Arm, MD
  • 2005-10-31 → 2010-11-10
    Osaic Services, Inc.
    Glen Arm, MD
  • 2002-09-18 → 2009-12-31
    Advanced Advisory Group, Inc.
    Glen Arm, MD
  • 2001-11-15 → 2005-10-31
    Sunamerica Securities, Inc.
    Glen Arm, MD
Other Businesses

1) 09/2023 - Advanced Financial Consultants / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160 Hrs per month 2) 09/2023 - Advanced Tax, Accounting & Software Services / Tax Prep/Accounting/CPA / Inv. Related / Glen Arm MD / Start date 07/17/1989 - 80 Hrs per month - 30% Time spent 3) 09/2023 - Non-Variable Insurance Trails Only / Life, Health, Disability, Long Term Care, Fixed Annuities / Inv. Related / Glen Arm MD / Start date 07/17/1989 - 0 Hrs per montn 4) 09/2023 - Harford Restaurant Corporation DBA Silver Spring Mining Co / Business Owner / Restaurant / Not Inv. Related / St Bel Air MD - Start date 04/01/1997 - 5Hrs per month - 1% Time percent

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-17
S63 Uniform Securities Agent State Law Examination 1988-11-09
  • S65 Uniform Investment Adviser Law Examination
    1998-09-17
  • S63 Uniform Securities Agent State Law Examination
    1988-11-09
Designations
  • Certified Financial Planner
Other Names
  • Taz Strasdauskas
  • Straz Strasdauskas

View on SEC IAPD

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