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Advisor at LPL FINANCIAL LLC
WILLIAMSBURG, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Sep 12, 2025 | n/a | yes | WILLIAMSBURG, VA | Current employment |
| FIRST COMMAND ADVISORY SERVICES | Bd affiliated wealth | Apr 17, 2017 | Oct 13, 2025 | no | Newport News, VA|FORT WORTH, TX|Poquoson, VA | Previous registration |
| EDWARD JONES | National bd RIA | Oct 7, 2016 | Feb 16, 2017 | no | Chesapeake, VA|Chesapeake, VA|ST LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST COMMAND ADVISORY SERVICES | LPL FINANCIAL LLC | Oct 13, 2025 | Sep 12, 2025 | -31 | Firm change after gap | Ibd to ibd |
| EDWARD JONES | FIRST COMMAND ADVISORY SERVICES | Feb 16, 2017 | Apr 17, 2017 | 60 | Firm change | Other |