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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 26, 2018

First registration

May 29, 2018

Dual registered

yes, broker-dealer

Other names

Weilong Chen

IAPD individual key

6282473

• Occurred

  Feb 20, 2026
  Advisor changed firm

  Allen Chen left Morgan Stanley for Lpl Financial Llc (registered 2026-03-11)

  Form ADVobserved 5 days ago
• Occurred

  Mar 16, 2023
  Advisor changed firm

  Allen Chen left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2023-12-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1ea1b486-ec43-a7e7-b4ea-1b0db46d3fcc

First observed

May 29, 2018

Last observed

Sep 14, 2026 6 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.