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Advisor at LPL FINANCIAL LLC
EVERETT, WA
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 | Apr 9, 2025 | n/a | yes | EVERETT, WA | Current employment |
| WELLS FARGO ADVISORS | Wirehouse | May 28, 2024 | Mar 27, 2025 | no | SALT LAKE CITY, UT|TARPON SPRINGS, FL|SALT LAKE CITY, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Mar 27, 2025 | Apr 9, 2025 | 13 | Firm change | Wirehouse to ibd |