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Advisor at LPL FINANCIAL LLC
ST. PETERSBURG, FL | Port Orange, FL | MELBOURNE, FL | TAMPA, FL | OVIEDO, FL | ORLANDO, FL | TITUSVILLE, FL | DAYTONA BEACH, FL
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 | Nov 17, 2017 | n/a | yes | MELBOURNE, FL|DAYTONA BEACH, FL|TITUSVILLE, FL|OVIEDO, FL|MELBOURNE, FL|ORLANDO, FL|Port Orange, FL|ST. PETERSBURG, FL|TAMPA, FL|ST. PETERSBURG, FL | Current employment |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Nov 17, 2016 | Nov 16, 2017 | no | MELBOURNE, FL|SEBASTIAN, FL|WINTER PARK, FL|VERO BEACH, FL|VERO BEACH, FL|VERO BEACH, FL|WINTER GARDEN, FL|MAITLAND, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 31, 2016 | Oct 6, 2016 | no | ORLANDO, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jan 10, 2014 | Oct 6, 2016 | no | ORLANDO, FL|ORLANDO, FL | Previous registration |
| BB&T INVESTMENT SERVICES, INC. | Former SEC adviser | Dec 13, 2005 | Nov 18, 2013 | no | ORLANDO, FL|ORLANDO, FL|CHARLOTTE, NC|WINTER PARK, FL|CHARLOTTE, NC | Previous registration |
| BB&T ASSET MANAGEMENT, INC. | n/a | Jan 7, 2005 | Dec 13, 2005 | no | RALEIGH, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVEST FINANCIAL CORPORATION | LPL FINANCIAL LLC | Nov 16, 2017 | Nov 17, 2017 | 1 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Oct 6, 2016 | Aug 31, 2016 | -36 | Firm change after gap | Other |
| TRUIST ADVISORY SERVICES, INC. | INVEST FINANCIAL CORPORATION | Oct 6, 2016 | Nov 17, 2016 | 42 | Firm change | Other |
| BB&T INVESTMENT SERVICES, INC. | SUNTRUST INVESTMENT SERVICES, INC. | Nov 18, 2013 | Jan 10, 2014 | 53 | Firm change | Other |
| BB&T ASSET MANAGEMENT, INC. | BB&T INVESTMENT SERVICES, INC. | Dec 13, 2005 | Dec 13, 2005 | 0 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 12984:6413:FL:2017-11-16 | Nov 16, 2017 | Nov 17, 2017 | MAITLAND, FL | Firm change |
| 17499:283390:FL:2016-10-06 | Oct 6, 2016 | Aug 31, 2016 | ORLANDO, FL | Firm change after gap |