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Advisor at LPL FINANCIAL LLC
MATTESON, IL | Washington, DC
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 10, 2025 | n/a | yes | Washington, DC|MATTESON, IL | Current employment |
| T. ROWE PRICE ASSOCIATES, INC. | Asset manager | Sep 8, 2021 | Aug 8, 2023 | no | Owings Mills, MD | Previous registration |
| MOMENTUM ADVISORS | Independent wealth | Nov 20, 2020 | Nov 30, 2020 | no | NEW YORK CITY, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | May 8, 2018 | Sep 27, 2019 | no | Washington, DC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | LPL FINANCIAL LLC | Aug 8, 2023 | Sep 10, 2025 | 764 | Firm change after gap | Other |
| MOMENTUM ADVISORS | T. ROWE PRICE ASSOCIATES, INC. | Nov 30, 2020 | Sep 8, 2021 | 282 | Firm change | Other |
| MORGAN STANLEY | MOMENTUM ADVISORS | Sep 27, 2019 | Nov 20, 2020 | 420 | Firm change after gap | Wirehouse to RIA |