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RIA / WealthAdvisorCertified Financial Planner31 years in industry

ALICIA SUZANNE SCHONBERGER

Advisor at LPL FINANCIAL LLC

TROY, MI

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Search this name across graphsid dfx:ria:330ad58c-92a5-115d-1315-72bbf7e0fe1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LPL FINANCIAL LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Feb 13, 1995
First registration: Oct 3, 2002
Dual registered: no
Other names: ALICIA SUZANNE MCCASLAND|ALICIA SUZANNE SCHONBERGER|Alicia Schonberger
IAPD individual key: 2582100

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 2, 2025	n/a	yes	TROY, MI	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Nov 29, 2007	Oct 19, 2017	no	WESTLAKE, TX	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Sep 29, 2004	Mar 9, 2007	no	DALLAS, TX\|DALLAS, TX\|DALLAS, TX\|DALLAS, TX	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jun 30, 2003	Sep 16, 2004	no	IRVING, TX	Previous registration
CHOREO, LLC	Independent wealth	Oct 3, 2002	Jul 10, 2003	no	FARMERS BRANCH, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Oct 19, 2017	Jan 2, 2025	2,632	Firm change after gap	Ibd to ibd
BANC OF AMERICA INVESTMENT SERVICES, INC.	STRATEGIC ADVISERS LLC	Mar 9, 2007	Nov 29, 2007	265	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Sep 16, 2004	Sep 29, 2004	13	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 10, 2003	Jun 30, 2003	-10	Bulk transfer	Other

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Nov 29, 2007 to Oct 19, 2017factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 29, 2004 to Mar 9, 2007factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jun 30, 2003 to Sep 16, 2004factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Oct 3, 2002 to Jul 10, 2003factForm ADV

Dated events

No dated event names this entity yet.