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Advisor at LPL FINANCIAL LLC
PITTSBURGH, PA
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 | Oct 20, 2021 | n/a | yes | PITTSBURGH, PA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | Mar 24, 2017 | Nov 3, 2021 | no | PITTSBURGH, PA | Previous registration |
| EDWARD JONES | National bd RIA | Dec 13, 2011 | Mar 27, 2017 | no | ST LOUIS, MO|PITTSBURGH, PA|BRIDGEVILLE, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Nov 3, 2021 | Oct 20, 2021 | -14 | Firm change | Wirehouse to ibd |
| EDWARD JONES | WELLS FARGO ADVISORS | Mar 27, 2017 | Mar 24, 2017 | -3 | Firm change | Ibd to wirehouse |