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

Dec 1, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Feb 14, 2009

First registration

Aug 14, 2012

Dual registered

yes, broker-dealer

Other names

BRYANT TAYLOR

IAPD individual key

5630220

• Occurred

  Nov 1, 2023
  Advisor changed firm

  Bryant Robert Taylor left Private Advisor Group, Llc for Lpl Financial Llc (registered 2022-03-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1475a525-1671-dc34-d0c6-8d534c4e9859

First observed

Aug 14, 2012

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.