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LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC)

PAC (qualified). Lobbyist or registrant PAC.

PAC (qualified)Lobbyist or registrant PACMixed activity · 47% Democratic / 52% Republican · 1% unclassifiedInferred from activityMonthly filer

Financial snapshot

FEC bulk summary totals through Jul 31, 2026

Total receipts$1.1M

FEC reported disbursements$627.3KReported total may include noncash accounting entries

Individual contributions$1.1M

FEC reported cash on hand$682.1K

Coverage Not reported to Jul 31, 2026Contribution refunds $4,772Debts owed by committee $0Last report Not reported

Compliance review · No open linked indicators

Automated review indicators, not findings of a violation. Exact reported records are linked; identity is not independently verified. Reported lobbyist-bundling disclosures are not counted as issues.

Latest cycle-wide scan: Sep 12, 2026 · Index refreshed: Sep 12, 2026. Coverage is limited to loaded records and implemented checks.

Scan coverage and freshness

Receipt eligibility: last successful scan Sep 12, 2026 · latest scheduled check skipped (Sep 12, 2026).
Integrity: last successful scan Sep 7, 2026 · indexed scan status completed.
Fundraising patterns: last successful scan Sep 7, 2026 · indexed scan status completed.

No open indicators are linked in the published index. This is not a compliance clearance.

Across the cycle, some findings could not be linked safely to entities; ambiguous identities are withheld.

Candidate connections

Candidate identity and documented relationships · 2025–2026

Candidate campaign receiving transfers
AGUILAR, PETEDemocraticFEC reported
U.S. House · California · District 33
Election 2026 · Incumbent · Current candidate
Receiving campaign: PETE AGUILAR FOR CONGRESS
Candidate details & sources
FEC candidate ID: H2CA31125 · 2025–2026 reporting cycle
Candidate campaign receiving transfers
ALSOBROOKS, ANGELA

Registration details

Locally ingested FEC master-file snapshot for 2025–2026

Committee type: PAC (qualified)
Designation: Lobbyist or registrant PAC
Party affiliation: No party affiliation reported
Treasurer: BALDI, LAURA
Filing cadence: Monthly filer
Organization type: Corporation
Connected organization: LPL FINANCIAL LLC
Cycles loaded: 2026, 2024
Registered address: 4707 EXECUTIVE DRIVE · SAN DIEGO, CA, 92121

Political alignment

Registration, linked-candidate, and disclosed money-flow evidence

Evidence-based classificationMixed activity · 47% Democratic / 52% Republican · 1% unclassifiedMixed activity · 47% Democratic / 52% Republican · 1% unclassifiedInferred from activity

FEC registration: PAC (qualified); no party affiliation reported. Classification basis: Inferred from activity. This describes disclosed financial activity, not an official party registration or ideological score. The figures below separately preserve the filer’s Schedule E support and opposition designations.

No candidate support/oppose spending foundThis cycle has no locally ingested Schedule E rows for this committee. Registration, linked-candidate, committee-transfer, and recipient-reported conduit evidence can still establish the alignment shown above.

$0 supporting · $0 opposing · 0 rowsOfficial FEC outside spending ↗

Source & provenance

Trace this profile back to the public record

Source agencyFederal Election Commission

Local row ingestedSep 6, 2026

Source row hashb2846544162255f071fecca5c9432c2a2ea093ea1491b626893ae02342862c3d

View official FEC record

Financial figures are processed FEC totals and may change when amended reports are filed. Registration fields preserve raw master-file values loaded for the 2025–2026 snapshot.

Contributor	Reported context	Date	Election	Amount	FEC record
STEINMEIER, HEATHER`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsRANCHO SANTA FE CA 92067	SPOUSE LPL FINANCIALM10	Sep 26, 2025	Primary (P)	$5,000	Original filing ↗
PENCE, III, ELDON DRYDEN`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsNEWPORT BEACH CA 92660	CHIEF INVESTMENT OFFICER FP PENCE CAPITAL MANAGEMENTM9	Aug 4, 2025	Primary (P)	$5,000	Original filing ↗
MANDELIS, MARIOLENI`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsLEXINGTON MA 02420	FINANCIAL ADVISOR LPL FINANCIAL / ALENA WEALTHM8	Jul 1, 2026	Primary (P)	$5,000	Original filing ↗
MANDELIS, CFP, MARIOLENI`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsLEXINGTON MA 02420	PRINCIPAL / FINANCIAL PLANNER ALENA WEALTHM8	Jul 16, 2025	Primary (P)	$5,000	Original filing ↗
THOMAS, COREY`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsSAN DIEGO CA 92121	TECH RAPID7M2	Jan 13, 2026	Primary (P)	$5,000	Original filing ↗
SCHIFTER, RICK`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsSAN DIEGO CA 92121	BOARD MEMBER LPL FINANCIALM2	Jan 15, 2026	Primary (P)	$5,000	Original filing ↗
KO, ALBERT`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsSAN DIEGO CA 92121	BOARD MEMBER AUCTANEM2	Jan 13, 2026	Primary (P)	$5,000	Original filing ↗
BERNARD, EDWARD`View reported donor profile →`Supports 94% Democratic / 6% Republican · 0% unclassifiedDerived from contributionsHARRISVILLE NH 03450	BOARD MEMBER LPL FINANCIALM2	Jan 14, 2026	Primary (P)	$5,000	Original filing ↗
TRAN, ANH PHUONG`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsIRVINE CA 92612	FINANCIAL ADVISOR SAGEMINT WEALTHM11	Oct 1, 2025	Primary (P)	$5,000	Original filing ↗
FULLER, CFP, STEPHEN`View reported donor profile →`Supports 47% Democratic / 52% Republican · 1% unclassifiedDerived from contributionsLONGVIEW WA 98632	FINANCIAL ADVISOR FINANCIAL STRATEGIESM11	Oct 14, 2025	Primary (P)	$5,000	Original filing ↗

Recipient	Purpose	Date	Amount	FEC record
KATHERINE CLARK MAJORITY FUND`C00831669`WASHINGTON, DC	24KM7 24KLinked: C00831669	Jun 23, 2025	$10,000	FEC disbursement search ↗
MEUSER FOR CONGRESS`C00654723`ALEXANDRIA, VA	24KM10 24KLinked: C00654723	Sep 15, 2025	$5,000	FEC disbursement search ↗
CLIMER FOR CONGRESS`C00914408`ROCK HILL, SC	24KM10 24KLinked: C00914408	Sep 15, 2025	$5,000	FEC disbursement search ↗

LPL FINANCIAL LLC POLITICAL ACTION COMMITTEE (LPL PAC)

Financial snapshot

Candidate connections

Registration details

Political alignment

Source & provenance

FEC-reported relationships

Money network

Cash, assets & liabilities

Receipts

Contribution breakdowns

Largest itemized receipts

Disbursements

Largest disbursements

Loans, debts & allocations

Reports & filings