David Blandin La Pointe

Current Employers

Employment History

• 05/2003 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Temecula, CA

Previous Registrations

• 1999-11-10 → 2003-05-13
  Morgan Stanley Dw Inc.
  Temecula, CA

Other Businesses

1. 8/20/2009: OTHER-TIRE STORE - BIG O TIRE IN CATHEDRAL CITY - FRANCHISE OWNER - TIME SPENT 0%. 2. 5/18/2010: OTHER-ENERGY ROYALTIES - OWN ENERGY ROYALTIES FROM AN INVESTMENT BACK IN 1984. - TIME SPENT 5% - CA. 3. 3/5/2020 - La Pointe Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/22/2019 - 160 Hours Per Month/110 Hours During Securities Trading. 4. 2/2/2021 - La Pointe Wealth Management, Inc. - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/09/2003 - 3 Hours Per Month During Securities Trading - This entity is a sub s corp for business income from LPL Financial. 5. 2/2/2021 - Margarita Pointe, LP - Investment Related - 43980 Margarita Road, Suite 201 Temecula, Ca 92592 - Real Estate Rental - Started 12/21/2020 - 3 Hours Per Month/0 Hours During Securities Trading - Ownership of building. 6. 2/3/2021 - TJDL Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/17/2019 - 1 Hours Per Month/0 Hours During Securities Trading - The LLC no longer owns the building. It now functions as an entity for the condo association that building is a part of. 7. 2/3/2021 - Margarita Pointe, Inc - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 12/14/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 8. 09/13/2022 - Bryans Cove, LLC - Investment Related - Las Vegas, NV 89148 - Real Estate Rental - Start Date - 08/29/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1991-09-04

Other Names

• David Blandin Lapointe