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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

EDWARD LUKE VALLAR

Advisor at LPL FINANCIAL LLC

SAN DIEGO, CA | Huntington Station, NY

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Search this name across graphsid dfx:ria:d17d7b7f-ffa9-5041-6015-94bcfd8de317

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 20, 2008 to Sep 15, 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: May 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: May 12, 1999
First registration: Aug 20, 2008
Dual registered: no
Other names: EDWARD LUKE VALLAR|EDWARD L VALLAR
IAPD individual key: 2254394

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 3, 2024	n/a	yes	Huntington Station, NY\|SAN DIEGO, CA	Current employment
ROUNDANGLE ADVISORS LLC	Former SEC adviser	Jul 27, 2017	Apr 3, 2023	no	Red Bank, NJ	Previous registration
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC	Former SEC adviser	Apr 9, 2014	May 5, 2016	no	WHITE PLAINS, NY	Previous registration
WEALTHSPIRE ADVISORS	Former SEC adviser	Aug 20, 2008	Oct 22, 2008	no	MELVILLE, NY	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
ROUNDANGLE ADVISORS LLC	LPL FINANCIAL LLC	Apr 3, 2023	Jan 3, 2024	275	Firm change	RIA to ibd
FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC	ROUNDANGLE ADVISORS LLC	May 5, 2016	Jul 27, 2017	448	Firm change after gap	Other
WEALTHSPIRE ADVISORS	FOUNDATION RETIREMENT PLAN CONSULTANTS, LLC	Oct 22, 2008	Apr 9, 2014	1,995	Firm change after gap	Other

Relationships

Registered with (4)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ ROUNDANGLE ADVISORS LLCRegistered adviserregistration: previous registration
Jul 27, 2017 to Apr 3, 2023factForm ADV
→ FOUNDATION RETIREMENT PLAN CONSULTANTS, LLCRegistered adviserregistration: previous registration
Apr 9, 2014 to May 5, 2016factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Aug 20, 2008 to Oct 22, 2008factForm ADV

Dated events

Occurred
Apr 3, 2023
Advisor changed firm
Edward Luke Vallar left Roundangle Advisors Llc for Lpl Financial Llc (registered 2024-01-03)
Form ADVobserved 6 days ago