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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)12 years in industry

PAOLO JARIN CORONEL

Advisor at LPL FINANCIAL LLC

DANVILLE, CA

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Search this name across graphsid dfx:ria:1e085de9-c6ed-3d55-df6e-0870b0528248

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 22, 2019 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Nov 12, 2018
First registration: Jan 22, 2019
Dual registered: yes, broker-dealer
Other names: Paolo Jarin Coronel|PAOLO CORONEL
IAPD individual key: 6955758

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LPL FINANCIAL LLC	Bd affiliated wealth	May 14, 2026	n/a	yes	DANVILLE, CA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Apr 17, 2026	no	DUBLIN, CA\|SAN RAMON, CA\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 9, 2023	Mar 31, 2025	no	DUBLIN, CA	Previous registration
INSIGHT WEALTH STRATEGIES, LLC	Independent wealth	Oct 14, 2019	Jun 14, 2023	no	SAN RAMON, CA\|San Ramon, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 22, 2019	Jun 26, 2019	no	PLEASANT HILL, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	LPL FINANCIAL LLC	Apr 17, 2026	May 14, 2026	27	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
INSIGHT WEALTH STRATEGIES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jun 14, 2023	Aug 9, 2023	56	Firm change	RIA to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	INSIGHT WEALTH STRATEGIES, LLC	Jun 26, 2019	Oct 14, 2019	110	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104555:6413:MA:2026-04-17	Apr 17, 2026	May 14, 2026	BOSTON, MA	Firm change

Relationships

Registered with (5)

→ LPL FINANCIAL LLCRegistered adviserregistration: current employment
May 14, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Apr 17, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 9, 2023 to Mar 31, 2025factForm ADV
→ INSIGHT WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Oct 14, 2019 to Jun 14, 2023factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 22, 2019 to Jun 26, 2019factForm ADV

Dated events

Occurred
Apr 17, 2026
Advisor changed firm
Paolo Jarin Coronel left Strategic Advisers Llc for Lpl Financial Llc (registered 2026-05-14)
Form ADVobserved 6 days ago
Occurred
Jun 14, 2023
Advisor changed firm
Paolo Jarin Coronel left Insight Wealth Strategies, Llc for Fidelity Personal And Workplace Advisors (registered 2023-08-09)
Form ADVobserved 6 days ago