Lpl Financial has 368 unclaimed property records in California

What Unclaimed Funds are Waiting for Lpl Financial in CA?

Lpl Financial has 368 Unclaimed Property Records waiting to claim. The claims all come from . One Hundred And Thirty Nine organizations owe Lpl Financial funds, including Wilton Reassurance Life Co Of New York and 500 Index Fund. Twenty Seven different unclaimed property types make up the claims, including "IN08: AGENT CREDIT BALANCES" and "CK15: OUTSTANDING OFFICIAL CHECKS".

In total, $569,891.19 is waiting to be claimed.

Owner Name/Address On Unclaimed Property Money Owed From / Year Reported Property Type
Lpl Financial:
San Diego, CA 		500 Index Fund — $3,327.96 Ck15: Outstanding Official Checks
Lpl Financial:
San Diego, CA 		Adp LLC — $5,000.00 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Adp LLC — $464.59 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Advanced Drainage Systems Inc — $16,960.49 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
San Diego, CA 		Aig Fsb — $8,270.99 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Allegis Group Inc — $449.73 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Alliancebernstein Growth B — $137.03 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Alliancebernstein Investments Inc. — $3,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Allianz Life Insurance Company — $2,547.38 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Allianz Life Insurance Company — $109.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Allianz Life Insurance Company — $299.63 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Allianz Life Insurance Company — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
Lodi, CA 		Allianz Life Insurance Company — $1,083.97 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Allstate Corporation — $150.66 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Allstate Corporation — $126.48 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Allstate Corporation — $116.56 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Allstate Corporation — $203.36 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Allstate Life Insurance Company — $2,037.54 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		American Express Prepaid Card Management Company — $100.00 Ms12: Unredeemed Gift Certificate
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $25,674.40 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $352.66 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $701.74 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $750.56 Ms02: Commissions
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $1,269.08 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $364.80 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $4,230.11 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $10,769.32 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		American General Life Insurance Company — $714.51 Ms02: Commissions
Lpl Financial:
Burbank, CA 		American United Life — $124.00 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $360.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $750.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $2,500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $10,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $750.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $897.57 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ameriprise Financial Inc — $3,500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Ascensus LLC. — $311.38 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $1,331.59 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $2,834.40 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $410.90 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $2,690.22 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $2,934.84 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $207.08 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $161.88 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $103.95 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $1,798.14 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $170.77 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $792.15 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $549.10 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $2,615.11 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Ascensus Trust Company — $794.74 Ms08: Accounts Payable
Lpl Financial:
Shadow Hills, CA 		At&T Inc — $368.16 Sc01: Dividends
Lpl Financial:
San Diego, CA 		At&T Inc — $3,132.37 Sc01: Dividends
Lpl Financial:
San Diego, CA 		At&T Inc — $149.91 Sc01: Dividends
Lpl Financial:
Riverside, CA 		At&T Services Inc — $117.86 Ms11: Refunds Due
Lpl Financial:
San Diego, CA 		Axa Equitable — $282.55 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $112.04 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $1,359.46 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Axa Equitable — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Axa Equitable — $100.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $389.50 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $507.96 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Axa Equitable — $236.51 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $300.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Axa Equitable — $300.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Bancorpsouth — $1,781.25 Tr05: Trust Vouchers
Lpl Financial:
San Diego, CA 		Bancorpsouth — $3,356.25 Tr05: Trust Vouchers
Lpl Financial:
San Diego, CA 		Bancorpsouth — $1,781.25 Tr05: Trust Vouchers
Lpl Financial:
San Diego, CA 		Bank Of America California Na (318) — $30,000.00 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Bank Of America North Carolina — $1,091.10 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $188.40 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $248.06 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $241.78 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $241.78 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $229.22 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $235.50 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $188.40 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Becton Dickinson And Company — $207.24 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Blackrock Fds — $440.00 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Blackrock Inc — $330.00 Ms09: Credit Bal Accts Receivable
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $938.79 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $3,842.82 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $336.71 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $1,500.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $1,441.27 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $938.79 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $938.79 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $2,819.14 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $561.80 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $1,500.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $337.50 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $1,604.51 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $750.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Ins Co Fka Metlife Ins Co Usa — $1,800.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Insurance Company — $329.71 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Brighthouse Life Insurance Company — $1,397.65 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Broadridge Securities Processing Solutio — $5,000.00 Ck13: Vendor Checks
Lpl Financial:
Campbell, CA 		Citibank — $1,000.00 Ck01: Cashier's Checks
Lpl Financial:
N Hollywood, CA 		Citibank — $2,500.00 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		City Of Tacoma — $2,480.02 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Cole Credit Property Trust Ii Inc — $132.71 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Cole Real Estate Investments Inc. — $143.87 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Cole Real Estate Investments Inc. — $324.85 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Cole Real Estate Investments Inc. — $303.90 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Cole Real Estate Investments Inc. — $413.05 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Cole Real Estate Investments Inc. — $159.85 Sc01: Dividends
Lpl Financial:
Sacramento, CA 		Comcast Cable Comm Mgmt LLC — $113.05 Ms11: Refunds Due
Lpl Financial:
San Diego, CA 		Connectone Bancorp Ex Grt Hudson Bk — $412.75 Sc01: Dividends
Lpl Financial:
Long Beach, CA 		Edison International — $10,205.10 Sc01: Dividends
Lpl Financial:
Long Beach, CA 		Edison International — $1,705.20 Sc01: Dividends
Lpl Financial:
Long Beach, CA 		Edison International — $6,030.14 Ms16: Misc Outstanding Checks
Lpl Financial:
Corona, CA 		Edison International — $102.72 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Emc Corporation — $2,290.00 Ms06: Unidentified Remittances
Lpl Financial:
San Diego, CA 		Emc Corporation — $5,540.25 Ms09: Credit Bal Accts Receivable
Lpl Financial:
San Diego, CA 		Endurance International Group Inc. — $7,846.03 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Equitable Financial Life Ins Company — $1,500.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Equitable Financial Life Ins Company — $1,182.50 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Equitable Financial Life Ins Company — $1,526.64 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Equity Trust Company — $974.14 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $721.24 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $859.56 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $859.56 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $741.00 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $721.24 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $760.76 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $859.56 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $810.16 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Exxon Mobil Corporation — $810.16 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Federal Express Corporation — $100.00 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Federal Express Corporation — $100.00 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Federal Express Corporation — $100.00 Ms16: Misc Outstanding Checks
Lpl Financial:
Napa, CA 		Federal Express Corporation — $212.78 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Fidelity & Guaranty Life Ins Company — $211.74 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $1,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $6,666.59 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Fidelity Supply & Cash Management Corp — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Franklin Templeton Distributors Inc — $431.35 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Franklin Templeton Distributors Inc — $438.49 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Franklin Templeton Distributors Inc — $979.01 Ms08: Accounts Payable
Lpl Financial:
San Francisco, CA 		General Electric Company — $189.36 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Guardian Insurance & Annuity Co Inc — $707.26 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Guardian Insurance & Annuity Co Inc — $707.26 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Guardian Life Insurance Co The — $13,132.00 In02: Group Policy Benefit/Clm Pmts
Lpl Financial:
San Diego, CA 		Gv Merger Corporation — $1,625.25 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Healthcare Trust Of America — $307.83 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Hidalgo County Tax Assessor & Coll — $183.41 Ms11: Refunds Due
Lpl Financial:
San Diego, CA 		Huntington National Bank — $4,000.00 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Insight North America Inc — $3,591.97 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Integrity Life Insurance Company — $519.85 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Invesco Investment Services Inc — $401.65 Ir01: Traditional Ira Cash
Lpl Financial:
San Diego, CA 		Jackson National Life Insurance Company — $1,132.10 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Jackson National Life Insurance Company — $259.00 In05: Premium Refunds
Lpl Financial:
San Diego, CA 		Jackson National Life Insurance Company — $165.59 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Jackson National Life Insurance Company — $220.83 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Jackson National Life Insurance Company — $1,146.97 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		John Hancock Life Ins Co (Usa) — $2,500.00 Ck13: Vendor Checks
Lpl Financial:
Santa Barbara, CA 		John Hancock Life Ins Co (Usa) — $110.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		John Hancock Life Ins Co (Usa) — $133.70 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		John Hancock Life Ins Co (Usa) — $5,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		John Hancock Life Insurance Co Of Usa — $302.46 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		John Hancock Life Insurance Co Usa — $1,623.08 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Johnson Controls Inc — $166.32 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Johnson Controls International PLC — $443.52 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Johnson Controls International PLC — $120.12 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Johnson & Johnson — $456.59 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $191.16 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $111.50 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $326.40 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $114.17 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $750.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $3,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Jones Lang Lasalle Americas Inc — $204.52 Ck13: Vendor Checks
Lpl Financial:
Unknown, CA 		Jpmorgan Chase Bank Na (908802) — $905.40 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Jpmorgan Chase Bank, N.A. (998802) — $422.41 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Jpmorgan Chase Bank, N.A. (998802) — $7,434.25 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Kansas City Life Insurance Company — $444.57 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Kansas City Life Insurance Company — $191.52 In05: Premium Refunds
Lpl Financial:
San Diego, CA 		Kbs Reit Ii — $106.81 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Kite Realty Gr Ex Retail Prop Am — $1,434.93 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Lba Realty Fund Ii Wbp Inc — $714.85 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Life Insurance Of The Southwest Raa — $2,299.75 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		Lincoln National Corporation — $1,373.71 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
San Diego, CA 		Lincoln National Corporation — $136.08 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Lincoln National Corporation — $1,665.36 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Lincoln National Life Insurance Company — $829.19 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Lincoln National Life Insurance Company — $441.06 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Lincoln National Life Insurance Company — $899.00 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Lincoln National Life Insurance Company — $1,987.44 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Loyal American Life Insurance Company — $339.83 In02: Group Policy Benefit/Clm Pmts
Lpl Financial:
San Diego, CA 		Lsi Corp — $301.05 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
Sun Valley, CA 		Massachusetts Mutual Life Insurance Company — $10,851.40 Ck11: Pension Checks
Lpl Financial:
San Diego, CA 		Massachusetts Mutual Life Insurance Company — $500.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Massachusetts Mutual Life Insurance Company — $300.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Massachusetts Mutual Life Insurance Company — $11,887.50 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Massachusetts Mutual Life Insurance Company — $2,000.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Mcdonalds Corporation — $966.38 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Mcdonalds Corporation — $588.29 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Metropolitan Life Insurance Company — $3,413.67 In01: Individual Policy Benefit/Clm
Lpl Financial:
Sand Diego, CA 		Miami Dade County — $268.38 Ms11: Refunds Due
Lpl Financial:
San Diego, CA 		Michigan Dept Of Health & Human Services (Dh — $1,774.60 Ct05: Other Court Deposits
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $1,772.58 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $524.15 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $469.44 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $584.89 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $1,405.91 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $675.51 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $150.41 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $2,340.36 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $494.23 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $2,474.49 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $2,325.68 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $2,435.12 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $1,600.88 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $634.93 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $421.17 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $2,447.86 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $1,390.40 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mid Atlantic Trust Company — $878.29 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Mli Of Missouri (Aka Metlife Investors Ins Co) — $426.52 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Mony Life Insurance Company — $115.69 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Mony Life Insurance Company — $111.96 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Mony Life Insurance Company — $111.96 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Mony Life Insurance Company — $115.38 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Mony Life Insurance Company — $163.64 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Mutual Of Omaha Insurance Company — $3,000.00 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Nassau Life Insurance Company — $1,200.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		National Financial Services LLC — $142.76 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		National Integrity Life Ins Company — $4,621.50 In06: Unidentified Remittances
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $3,415.70 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $375.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $1,280.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $1,600.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $1,092.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $351.35 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $1,000.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $930.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $625.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $400.00 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $306.25 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Life Insurance Company — $1,256.94 In07: Other Amts Due Under Policy
Lpl Financial:
Solana Beach, CA 		Nationwide Life Insurance Company — $14,480.31 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $1,000.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $600.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $2,500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $300.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $1,103.12 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $7,500.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $500.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $750.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Nationwide Mutual Insurance — $1,639.47 Ck10: Expense Checks
Lpl Financial:
Victorville, CA 		Nationwide Trust Company Fsb — $220.73 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Nationwide Trust Company Fsb — $491.15 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Nationwide Trust Company Fsb — $6,377.83 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		New York Life Insurance And Annuity Corp — $3,002.11 In06: Unidentified Remittances
Lpl Financial:
San Diego, CA 		Nordstrom Inc — $176.40 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Nordstrom Inc — $202.86 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Nordstrom Inc — $238.14 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Nordstrom Inc — $176.40 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Northstar Real Estate Income Trust Inc — $197.35 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Nuveen Securities LLC — $228.00 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Nwabueze Et Al V At&T Inc Et Al Settleme — $1,176.35 Ms16: Misc Outstanding Checks
Lpl Financial:
Petaluma, CA 		Nw Retirement Solutions — $1,473.37 In04: Proceeds Policy Endow, Annuity
Lpl Financial:
San Deigo, CA 		Old National Bank — $6,000.00 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Pacific Fds Prt Op Agg Grth — $245.00 In05: Premium Refunds
Lpl Financial:
Los Angeles, CA 		Paramount Global — $112.56 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Paychex Inc. — $4,782.63 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Paychex Inc. — $389.47 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Peoples Bank — $124.25 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Pimco Gnma Fund — $285.18 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Pimco Total Return Fund — $460.30 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Pnc Bank National Association — $340.77 Ck15: Outstanding Official Checks
Lpl Financial:
San Diego, CA 		Pnc Bank National Association — $136.25 Ct05: Other Court Deposits
Lpl Financial:
San Diego, CA 		Protective Life And Annuity Insurance Company — $104.44 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Ins Co On Behalf Standar — $138.98 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $126.33 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $205.10 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $118.17 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $409.95 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $102.42 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $249.54 Ms02: Commissions
Lpl Financial:
San Dieo, CA 		Protective Life Insurance Company — $229.69 In05: Premium Refunds
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $101.92 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $244.63 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $200.78 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $129.35 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $128.13 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $226.35 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $238.03 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $328.94 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $240.50 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $229.11 Ms02: Commissions
Lpl Financial:
San Diego, CA 		Protective Life Insurance Company — $888.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Pruco Life Insurance Company — $1,400.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Pruco Life Insurance Company — $126.83 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Pruco Life Insurance Company — $650.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Pruco Life Insurance Company — $891.89 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Pruco Life Insurance Company — $179.13 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Prudential Annuities Life Assurance Corp — $535.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Prudential Insurance Company — $1,415.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Prudential Insurance Company — $3,344.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Prudential Insurance Company — $2,093.36 In07: Other Amts Due Under Policy
Lpl Financial:
San Deigo, CA 		Prudential Insurance Company — $793.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Rbc Capital Markets LLC — $576.43 Ms08: Accounts Payable
Lpl Financial:
San Diego, CA 		Reliance Trust Company — $6,395.80 Ms16: Misc Outstanding Checks
Lpl Financial:
San Diego, CA 		Reliastar Life Insurance Company — $893.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Juan Capistrano, CA 		Salesforce.Com Inc — $400.00 Ms09: Credit Bal Accts Receivable
Lpl Financial:
San Francisco, CA 		Salesforce.Com Inc — $407.11 Ms09: Credit Bal Accts Receivable
Lpl Financial:
San Diego, CA 		State Life Ins Company — $2,000.00 In01: Individual Policy Benefit/Clm
Lpl Financial:
San Diego, CA 		State Street Bank And Trust Company — $750.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		State Street Bank And Trust Company — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		State Street Bank And Trust Company — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		State Street Bank And Trust Company — $250.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		State Street Bank & Trust Company — $923.78 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Talcott Resolution Life & Annuity Insurance Co. — $2,400.00 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Talcott Resolution Life Insurance Company — $1,000.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Target Corporation — $571.20 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Target Corporation — $537.60 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Target Corporation — $520.80 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Target Corporation — $554.40 Sc01: Dividends
Lpl Financial:
San Diego, CA 		The Capital Group Companies Inc — $154.04 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		The Northwestern Mutual Life Insurance Company — $273.16 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Tompkins Trust Company 2020 — $100.00 Ck10: Expense Checks
Lpl Financial:
San Diego, CA 		Total Stock Mkt Idx Fund — $11,366.96 Ck15: Outstanding Official Checks
Lpl Financial:
San Diego, CA 		Transamerica Life Insurance Company — $392.26 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Transamerica Life Insurance Company — $1,594.50 Ck11: Pension Checks
Lpl Financial:
San Diego, CA 		Transamerica Life Insurance Company — $994.96 Ck11: Pension Checks
Lpl Financial:
San Diego, CA 		Tyco International Ltd — $378.84 Sc01: Dividends
Lpl Financial:
San Diego, CA 		United Of Omaha Life Insurance Company — $4,444.06 Ms14: Pension & Profit Sharing
Lpl Financial:
San Diego, CA 		University Of Arkansas Fayetteville — $2,000.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		University Of Illinois Foundation — $500.00 Ck13: Vendor Checks
Lpl Financial:
San Diego, CA 		Us Bancorp Fund Services LLC — $395.54 Cs01: Education Sav Acct Cash
Lpl Financial:
San Diego, CA 		Us Bancorp Fund Services LLC — $308.40 Cs01: Education Sav Acct Cash
Lpl Financial:
San Diego, CA 		U.S. Bank — $117.79 Ck01: Cashier's Checks
Lpl Financial:
San Diego, CA 		Vanguard 9956 — $153.01 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Verizon Communications Inc — $937.69 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
San Diego, CA 		Vodafone Group PLC — $638.44 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Vodafone Group PLC — $205.86 Sc01: Dividends
Lpl Financial:
El Cajon, CA 		Voya Institutional Trust Company — $115.36 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Voya Retirement Insurance And Annuity Company — $3,478.92 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Voya Retirement Insurance And Annuity Company — $16,834.43 In07: Other Amts Due Under Policy
Lpl Financial:
San Diego, CA 		Washoe County Treasurer — $840.31 Ut03: Refunds Or Rebates
Lpl Financial:
San Marcos, CA 		Wells Fargo & Company — $849.93 Sc12: Underlying Shares/Outstand Cer
Lpl Financial:
San Diego, CA 		Western Southern Life Insuranc — $2,500.00 In06: Unidentified Remittances
Lpl Financial:
San Diego, CA 		Western Southern Life Insuranc — $7,500.00 In06: Unidentified Remittances
Lpl Financial:
San Diego, CA 		Wilmington Funds Prime Money Market Fund — $804.52 Sc01: Dividends
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $187.17 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $199.36 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $108.58 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $269.03 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $163.04 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $121.94 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $106.25 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $199.54 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $399.06 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $202.11 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $309.23 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $164.92 In08: Agent Credit Balances
Lpl Financial:
San Diego, CA 		Wilton Reassurance Life Co Of New York — $109.67 In08: Agent Credit Balances

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