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Reading the graph
Advisor at LPL ENTERPRISE, LLC
CHAMPAIGN, IL | EFFINGHAM, IL
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 ENTERPRISE, LLC | Bd affiliated wealth | Jul 16, 2026 | n/a | yes | CHAMPAIGN, IL|EFFINGHAM, IL | Current employment |
| IPI WEALTH MANAGEMENT, INC. | Bd affiliated wealth | Mar 13, 2025 | Aug 8, 2025 | no | Quincy, IL|DECATUR, IL | Previous registration |
| SLAGLE FINANCIAL, LLC. | Independent wealth | Sep 21, 2024 | Feb 17, 2025 | no | EDWARDSVILLE, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IPI WEALTH MANAGEMENT, INC. | LPL ENTERPRISE, LLC | Aug 8, 2025 | Jul 16, 2026 | 342 | Firm change | Ibd to ibd |
| SLAGLE FINANCIAL, LLC. | IPI WEALTH MANAGEMENT, INC. | Feb 17, 2025 | Mar 13, 2025 | 24 | Firm change | RIA to ibd |