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.

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

Feb 22, 2011earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Feb 22, 2011

First registration

Feb 23, 2011

Dual registered

yes, broker-dealer

Other names

ANGELA JEAN REYNOLDS|ANGELA JEAN PIERCE|ANGELA J PIERCE

IAPD individual key

4690281

• Occurred

  Apr 22, 2024
  Advisor changed firm

  Angela Jean Pierce left Punch & Associates Investment Management, Inc. for Lpl Financial Llc (registered 2024-04-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12c9f753-cc37-4e00-eb80-e1d1e8779e61

First observed

Feb 23, 2011

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.