Fiscal Year

2024

Case Number

A-22202-92183

Case Status

Certified-Expired

Received Date

2022-10-13

Decision Date

2023-10-19

Refile

N

Original File Date

2024-01-01 00:07:47

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

LPL FINANCIAL LLC

Employer Name Slug

lpl-financial-llc

Employer Address 1

4707 EXECUTIVE DRIVE

Employer Address 2

Employer City

SAN DIEGO

Employer City Slug

san-diego

Employer State

CALIFORNIA

Employer State Slug

california

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

92121

Employer Phone

858-909-6105

Employer Number of Employees

6237

Employer Year Commenced Business

1989

NAICS Code

52399

FW Ownership Interest

N

Employer Contact Name

Terry Paltadakis

Employer Contact Address 1

4707 Executive Drive

Employer Contact Address 2

Employer Contact City

San Diego

Employer Contact State/Province

CALIFORNIA

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

92121

Employer Contact Phone

858-909-6105

Employer Contact Email

terry.paltadakis@lplfinancial.com

Agent Attorney Name

Daniela Mayer

Agent Attorney Firm Name

Seyfarth Shaw LLP

Agent Attorney Phone

(617) 946-8374

Agent Attorney Address 1

2 Seaport Lane Seaport East

Agent Attorney Address 2

Suite 1200

Agent Attorney City

Boston

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

2210

Agent Attorney Email

S-LPLSeyfarthTeam@seyfarth.com

PW Track Number

P10021300670870

PW SOC Code

15-1199

PW SOC Title

Computer Occupations, All Other

PW Skill Level

Level IV

PW Wage

116272.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-04-30

PW Expiration Date

2022-07-29

Wage Offer From

116272.00

Wage Offer To

0.00

Average Salary

116272.00

Wage Unit of Pay

Year

Worksite Address 1

1055 LPL Way

Worksite Address 2

Worksite City

Fort Mill

Worksite City Slug

fort-mill

Worksite State

SOUTH CAROLINA

Worksite Postal Code

29715

Job Title

Senior Analyst, Finance

Job Title Slug

senior-analyst-finance

Minimum Education

Master's

Major Field of Study

Business Administration

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance, Data Science or a related field

Accept Alternative Combination

Y

Accept Alternative Combination Education

Bachelor's

Accept Alternative Combination Education Years

5

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

performing data analysis and reporting using data analytics methodologies see H14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

CONTD FROM H.10Bbr br Performing data analysis and reporting using data analytics methodologies and tools, including Excel, in the financial services domain.br br Masters degree or foreign education equivalent in Business Administration, Finance, Data Science or a related field and three 3 years of experience performing data analysis and reporting using data analytics methodologies and tools, including Excel, in the financial services domain. Or, alternatively, a Bachelors degree or foreign education equivalent in Business Administration, Finance, Data Science or a related field and five 5 years of experience performing data analysis and reporting using data analytics methodologies and tools, including Excel, in the financial services domain. Specific skillsother requirements Must also possess the following quantitative experience requirements not applicable to this section Demonstrated Expertise DE utilizing and maintaining SQLbased database systems to prepare management reports for use by stakeholders for their analyses and reporting; DE performing financial data quality assessment and validation, and tracking of key metrics using data analytics tools, including Alteryx, SQL, and Excel; DE analyzing and researching large data sets from multiple sources to identify and report concise conclusions, patterns and trends to management; DE automating internal processes using Excel macros and Visual Basic for Applications VBA for optimization and improving process efficiency; and, DE building metrics dashboards and presentations using Powerpoint and pivot charts to deliver and communicate key facts to aid in management decision making.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-05-11

SWA Job Order End Date

2022-06-15

Sunday Edition Newspaper

Y

First Newspaper Name

The Charlotte Observer

First Advertisement Start Date

2022-05-15

Second Newspaper Ad Name

The Charlotte Observer

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-05-22

Employer Website From Date

2024-01-01 00:07:47

Employer Website To Date

2024-01-01 00:07:47

Professional Organization Ad From Date

2024-01-01 00:07:47

Professional Organization Advertisement To Date

2024-01-01 00:07:47

Job Search Website From Date

2022-05-13

Job Search Website To Date

2022-05-27

Employee Referral Program From Date

2024-01-01 00:07:47

Employee Referral Program To Date

2024-01-01 00:07:47

Local Ethnic Paper From Date

2022-05-18

Local Ethnic Paper To Date

2022-05-18

Radio/TV Ad From Date

2022-05-24

Radio/TV Ad To Date

2022-05-24

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2016

Foreign Worker Institution of Education

WAKE FOREST UNIVERSITY

Foreign Worker Education Institution Address 1

834 WAKE FOREST ROAD

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WINSTONSALEM

Foreign Worker Education Institution State/Province

NC

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

27109

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Daniela Mayer

Preparer Title

Counsel

Preparer Email

S-LPLSeyfarthTeam@seyfarth.com

Employer Information Declaration Name

Terry Paltadakis

Employer Information Declaration Title

Senior Vice President, Human Capital